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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 | $20,928 | $97,732-78.6% | $83,831-75.0% | $135,380-84.5% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -28.07% | 1287.56%-1315.6pp | 850.99%-879.1pp | 519.81%-547.9pp |
| Employer contribution / active EE | $5,594 | $4,222+32.5% | $3,631+54.1% | $4,779+17.1% |
| Participant deferral / active EE | $5,428 | $4,683+15.9% | $4,082+33.0% | $5,609-3.2% |
| Admin fee / account holder | $120 | $6,675-98.2% | $5,479-97.8% | $10,828-98.9% |