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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 | $43,686 | $138,102-68.4% | $125,381-65.2% | $134,532-67.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -28.43% | 750.73%-779.2pp | 572.31%-600.7pp | 418.27%-446.7pp |
| Employer contribution / active EE | $1,567 | $5,245-70.1% | $4,815-67.5% | $4,741-66.9% |
| Participant deferral / active EE | $6,157 | $7,801-21.1% | $7,448-17.3% | $6,401-3.8% |
| Admin fee / account holder | $150 | $11,568-98.7% | $10,007-98.5% | $11,429-98.7% |