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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 | $34,162 | $138,114-75.3% | $125,391-72.8% | $134,545-74.6% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -25.67% | 750.88%-776.6pp | 572.41%-598.1pp | 418.37%-444.0pp |
| Employer contribution / active EE | $1,096 | $5,246-79.1% | $4,816-77.2% | $4,742-76.9% |
| Participant deferral / active EE | $3,867 | $7,801-50.4% | $7,448-48.1% | $6,401-39.6% |
| Admin fee / account holder | $234 | $11,570-98.0% | $10,009-97.7% | $11,431-98.0% |