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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 | $103,367 | $92,743+11.5% | $82,744+24.9% | $134,532-23.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.57% | 946.63%-968.2pp | 702.22%-723.8pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,458 | $3,273-55.4% | $3,008-51.5% | $4,741-69.2% |
| Participant deferral / active EE | $2,600 | $4,802-45.9% | $4,395-40.8% | $6,401-59.4% |
| Admin fee / account holder | $198 | $5,977-96.7% | $5,325-96.3% | $11,429-98.3% |