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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 | $47,252 | $92,743-49.1% | $82,744-42.9% | $134,532-64.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.22% | 946.63%-967.8pp | 702.22%-723.4pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,774 | $3,273-45.8% | $3,008-41.0% | $4,741-62.6% |
| Participant deferral / active EE | $10,353 | $4,802+115.6% | $4,395+135.6% | $6,401+61.7% |
| Admin fee / account holder | $245 | $5,977-95.9% | $5,325-95.4% | $11,429-97.9% |