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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 | $41,937 | $138,102-69.6% | $125,381-66.6% | $134,532-68.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -22.38% | 750.73%-773.1pp | 572.31%-594.7pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,858 | $5,245-64.6% | $4,815-61.4% | $4,741-60.8% |
| Participant deferral / active EE | $3,546 | $7,801-54.5% | $7,448-52.4% | $6,401-44.6% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |