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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 | $18,976 | $90,607-79.1% | $79,467-76.1% | $135,380-86.0% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -9.83% | 977.74%-987.6pp | 718.30%-728.1pp | 519.81%-529.6pp |
| Employer contribution / active EE | $2,072 | $3,068-32.4% | $2,800-26.0% | $4,779-56.6% |
| Participant deferral / active EE | $4,295 | $4,050+6.0% | $3,704+16.0% | $5,609-23.4% |
| Admin fee / account holder | $13 | $5,895-99.8% | $5,104-99.8% | $10,828-99.9% |