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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 | $13,413 | $92,684-85.5% | $82,706-83.8% | $134,509-90.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -30.73% | 945.84%-976.6pp | 701.76%-732.5pp | 418.13%-448.9pp |
| Employer contribution / active EE | $2,427 | $3,272-25.8% | $3,007-19.3% | $4,741-48.8% |
| Participant deferral / active EE | $5,000 | $4,800+4.2% | $4,394+13.8% | $6,400-21.9% |
| Admin fee / account holder | $10 | $5,982-99.8% | $5,329-99.8% | $11,427-99.9% |