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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 | $19,974 | $126,113-84.2% | $116,096-82.8% | $155,188-87.1% |
| Participation rate | 88.9% | 75.1%+13.7pp | 73.3%+15.6pp | 80.8%+8.1pp |
| Annual return | -9.15% | 391.72%-400.9pp | 326.25%-335.4pp | 148.84%-158.0pp |
| Employer contribution / active EE | $2,049 | $2,672-23.3% | $2,503-18.1% | $4,248-51.8% |
| Participant deferral / active EE | $2,341 | $4,162-43.8% | $3,952-40.8% | $6,531-64.2% |
| Admin fee / account holder | $32 | $8,045-99.6% | $7,704-99.6% | $14,480-99.8% |