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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 | $125,778-84.1% | $114,563-82.6% | $154,746-87.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.9%+16.0pp | 80.7%+8.2pp |
| Annual return | -9.15% | 295.14%-304.3pp | 241.09%-250.2pp | 172.34%-181.5pp |
| Employer contribution / active EE | $2,049 | $2,806-27.0% | $2,592-20.9% | $4,379-53.2% |
| Participant deferral / active EE | $2,341 | $4,445-47.3% | $4,142-43.5% | $6,730-65.2% |
| Admin fee / account holder | $32 | $8,190-99.6% | $7,623-99.6% | $14,365-99.8% |