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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 | $88,325 | $104,937-15.8% | $84,628+4.4% | $152,897-42.2% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | -7.01% | 373.88%-380.9pp | 258.80%-265.8pp | 345.43%-352.4pp |
| Employer contribution / active EE | $775 | $3,303-76.5% | $2,653-70.8% | $4,764-83.7% |
| Participant deferral / active EE | $957 | $4,690-79.6% | $3,900-75.5% | $5,851-83.7% |
| Admin fee / account holder | $20 | $6,243-99.7% | $4,914-99.6% | $11,599-99.8% |