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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 | $9,613 | $92,766-89.6% | $82,763-88.4% | $134,545-92.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.57% | 946.97%-969.5pp | 702.45%-725.0pp | 418.37%-440.9pp |
| Employer contribution / active EE | $2,205 | $3,273-32.6% | $3,008-26.7% | $4,742-53.5% |
| Participant deferral / active EE | $3,528 | $4,802-26.5% | $4,395-19.7% | $6,401-44.9% |
| Admin fee / account holder | $76 | $5,978-98.7% | $5,325-98.6% | $11,431-99.3% |