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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,488 | $180,459-24.4% | $154,108-11.4% | $135,380+0.8% |
| Participation rate | 82.4% | 87.4%-5.1pp | 83.0%-0.7pp | 82.6%-0.3pp |
| Annual return | -27.38% | 888.21%-915.6pp | 735.21%-762.6pp | 519.81%-547.2pp |
| Employer contribution / active EE | $4,111 | $6,035-31.9% | $5,298-22.4% | $4,779-14.0% |
| Participant deferral / active EE | $7,584 | $5,806+30.6% | $5,081+49.3% | $5,609+35.2% |
| Admin fee / account holder | $207 | $16,145-98.7% | $13,411-98.5% | $10,828-98.1% |