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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 | $7,986 | $92,743-91.4% | $82,744-90.3% | $134,532-94.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -23.22% | 946.63%-969.8pp | 702.22%-725.4pp | 418.27%-441.5pp |
| Employer contribution / active EE | $1,650 | $3,273-49.6% | $3,008-45.1% | $4,741-65.2% |
| Participant deferral / active EE | $3,226 | $4,802-32.8% | $4,395-26.6% | $6,401-49.6% |
| Admin fee / account holder | $285 | $5,977-95.2% | $5,325-94.6% | $11,429-97.5% |