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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 | $68,591 | $138,114-50.3% | $125,391-45.3% | $134,545-49.0% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -25.12% | 750.88%-776.0pp | 572.41%-597.5pp | 418.37%-443.5pp |
| Employer contribution / active EE | $8,628 | $5,246+64.5% | $4,816+79.2% | $4,742+82.0% |
| Participant deferral / active EE | $13,265 | $7,801+70.0% | $7,448+78.1% | $6,401+107.2% |
| Admin fee / account holder | $132 | $11,570-98.9% | $10,009-98.7% | $11,431-98.8% |