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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 | $10,754 | $88,603-87.9% | $69,890-84.6% | $134,545-92.0% |
| Participation rate | 84.2% | 74.9%+9.3pp | 70.5%+13.7pp | 81.2%+3.0pp |
| Annual return | -30.35% | 442.93%-473.3pp | 190.84%-221.2pp | 418.37%-448.7pp |
| Employer contribution / active EE | $1,515 | $3,236-53.2% | $2,560-40.8% | $4,742-68.0% |
| Participant deferral / active EE | $4,274 | $4,771-10.4% | $3,848+11.1% | $6,401-33.2% |
| Admin fee / account holder | $95 | $10,443-99.1% | $6,267-98.5% | $11,431-99.2% |