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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 | $28,241 | $92,766-69.6% | $82,763-65.9% | $134,545-79.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.28% | 946.97%-968.3pp | 702.45%-723.7pp | 418.37%-439.7pp |
| Employer contribution / active EE | $2,813 | $3,273-14.0% | $3,008-6.5% | $4,742-40.7% |
| Participant deferral / active EE | $5,331 | $4,802+11.0% | $4,395+21.3% | $6,401-16.7% |
| Admin fee / account holder | $258 | $5,978-95.7% | $5,325-95.2% | $11,431-97.7% |