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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 | $15,689 | $92,766-83.1% | $82,763-81.0% | $134,545-88.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -21.37% | 946.97%-968.3pp | 702.45%-723.8pp | 418.37%-439.7pp |
| Employer contribution / active EE | $2,411 | $3,273-26.3% | $3,008-19.8% | $4,742-49.1% |
| Participant deferral / active EE | $2,629 | $4,802-45.2% | $4,395-40.2% | $6,401-58.9% |
| Admin fee / account holder | $8 | $5,978-99.9% | $5,325-99.8% | $11,431-99.9% |