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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 | $34,073 | $190,916-82.2% | $160,037-78.7% | $134,545-74.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.88% | 552.79%-573.7pp | 408.95%-429.8pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,111 | $4,996-77.8% | $4,226-73.7% | $4,742-76.6% |
| Participant deferral / active EE | $4,934 | $6,925-28.7% | $6,184-20.2% | $6,401-22.9% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |