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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 | $18,830 | $92,684-79.7% | $82,706-77.2% | $134,509-86.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.99% | 945.84%-972.8pp | 701.76%-728.8pp | 418.13%-445.1pp |
| Employer contribution / active EE | $1,903 | $3,272-41.8% | $3,007-36.7% | $4,741-59.9% |
| Participant deferral / active EE | $5,406 | $4,800+12.6% | $4,394+23.0% | $6,400-15.5% |
| Admin fee / account holder | $130 | $5,982-97.8% | $5,329-97.6% | $11,427-98.9% |