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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 | $38,224 | $138,114-72.3% | $125,391-69.5% | $134,545-71.6% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.2pp | 81.2%-9.0pp |
| Annual return | -26.44% | 750.88%-777.3pp | 572.41%-598.9pp | 418.37%-444.8pp |
| Employer contribution / active EE | $4,333 | $5,246-17.4% | $4,816-10.0% | $4,742-8.6% |
| Participant deferral / active EE | $4,674 | $7,801-40.1% | $7,448-37.2% | $6,401-27.0% |
| Admin fee / account holder | $187 | $11,570-98.4% | $10,009-98.1% | $11,431-98.4% |