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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 | $17,386 | $92,766-81.3% | $82,763-79.0% | $134,545-87.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -21.96% | 946.97%-968.9pp | 702.45%-724.4pp | 418.37%-440.3pp |
| Employer contribution / active EE | $1,372 | $3,273-58.1% | $3,008-54.4% | $4,742-71.1% |
| Participant deferral / active EE | $5,438 | $4,802+13.2% | $4,395+23.7% | $6,401-15.1% |
| Admin fee / account holder | $160 | $5,978-97.3% | $5,325-97.0% | $11,431-98.6% |