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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 | $24,275 | $92,743-73.8% | $82,744-70.7% | $134,532-82.0% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -22.54% | 946.63%-969.2pp | 702.22%-724.8pp | 418.27%-440.8pp |
| Employer contribution / active EE | $1,476 | $3,273-54.9% | $3,008-50.9% | $4,741-68.9% |
| Participant deferral / active EE | $5,727 | $4,802+19.3% | $4,395+30.3% | $6,401-10.5% |
| Admin fee / account holder | $20 | $5,977-99.7% | $5,325-99.6% | $11,429-99.8% |