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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 | $24,690 | $88,603-72.1% | $69,890-64.7% | $134,545-81.6% |
| Participation rate | 76.2% | 74.9%+1.3pp | 70.5%+5.7pp | 81.2%-5.0pp |
| Annual return | -21.31% | 442.93%-464.2pp | 190.84%-212.1pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,403 | $3,236-56.7% | $2,560-45.2% | $4,742-70.4% |
| Participant deferral / active EE | $3,373 | $4,771-29.3% | $3,848-12.4% | $6,401-47.3% |
| Admin fee / account holder | $19 | $10,443-99.8% | $6,267-99.7% | $11,431-99.8% |