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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 | $71,845 | $92,684-22.5% | $82,706-13.1% | $134,509-46.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -21.25% | 945.84%-967.1pp | 701.76%-723.0pp | 418.13%-439.4pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,215 | $4,800-74.7% | $4,394-72.3% | $6,400-81.0% |
| Admin fee / account holder | $6 | $5,982-99.9% | $5,329-99.9% | $11,427-99.9% |