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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 | $24,434 | $138,114-82.3% | $125,391-80.5% | $134,545-81.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -22.65% | 750.88%-773.5pp | 572.41%-595.1pp | 418.37%-441.0pp |
| Employer contribution / active EE | $1,625 | $5,246-69.0% | $4,816-66.3% | $4,742-65.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $194 | $11,570-98.3% | $10,009-98.1% | $11,431-98.3% |