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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 | $37,759 | $97,732-61.4% | $83,831-55.0% | $135,380-72.1% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | -10.70% | 1287.56%-1298.3pp | 850.99%-861.7pp | 519.81%-530.5pp |
| Employer contribution / active EE | $2,181 | $4,222-48.3% | $3,631-39.9% | $4,779-54.4% |
| Participant deferral / active EE | $3,442 | $4,683-26.5% | $4,082-15.7% | $5,609-38.6% |
| Admin fee / account holder | $297 | $6,675-95.6% | $5,479-94.6% | $10,828-97.3% |