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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 | $92,684-81.2% | $82,706-79.0% | $134,509-87.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -21.96% | 945.84%-967.8pp | 701.76%-723.7pp | 418.13%-440.1pp |
| Employer contribution / active EE | $1,372 | $3,272-58.1% | $3,007-54.4% | $4,741-71.1% |
| Participant deferral / active EE | $5,438 | $4,800+13.3% | $4,394+23.8% | $6,400-15.0% |
| Admin fee / account holder | $160 | $5,982-97.3% | $5,329-97.0% | $11,427-98.6% |