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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 | $39,589 | $190,916-79.3% | $160,037-75.3% | $134,545-70.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -20.72% | 552.79%-573.5pp | 408.95%-429.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $1,890 | $4,996-62.2% | $4,226-55.3% | $4,742-60.1% |
| Participant deferral / active EE | $5,650 | $6,925-18.4% | $6,184-8.6% | $6,401-11.7% |
| Admin fee / account holder | $162 | $10,497-98.5% | $8,716-98.1% | $11,431-98.6% |