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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 | $17,917 | $92,743-80.7% | $82,744-78.3% | $134,532-86.7% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -23.56% | 946.63%-970.2pp | 702.22%-725.8pp | 418.27%-441.8pp |
| Employer contribution / active EE | $1,852 | $3,273-43.4% | $3,008-38.4% | $4,741-60.9% |
| Participant deferral / active EE | $4,167 | $4,802-13.2% | $4,395-5.2% | $6,401-34.9% |
| Admin fee / account holder | $58 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |