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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 | $56,697 | $72,426-21.7% | $67,560-16.1% | $145,897-61.1% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | -37.86% | 7226.78%-7264.6pp | 3533.50%-3571.4pp | 552.29%-590.2pp |
| Employer contribution / active EE | $1,793 | $3,074-41.7% | $2,737-34.5% | $4,663-61.5% |
| Participant deferral / active EE | $2,534 | $4,785-47.0% | $4,004-36.7% | $6,689-62.1% |
| Admin fee / account holder | $191 | $5,514-96.5% | $3,994-95.2% | $13,390-98.6% |