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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 | $60,261 | $92,766-35.0% | $82,763-27.2% | $134,545-55.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -27.11% | 946.97%-974.1pp | 702.45%-729.6pp | 418.37%-445.5pp |
| Employer contribution / active EE | $20,042 | $3,273+512.3% | $3,008+566.2% | $4,742+322.7% |
| Participant deferral / active EE | $11,773 | $4,802+145.2% | $4,395+167.9% | $6,401+83.9% |
| Admin fee / account holder | $109 | $5,978-98.2% | $5,325-97.9% | $11,431-99.0% |