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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 | $7,463 | $92,743-92.0% | $82,744-91.0% | $134,532-94.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -28.16% | 946.63%-974.8pp | 702.22%-730.4pp | 418.27%-446.4pp |
| Employer contribution / active EE | $1,947 | $3,273-40.5% | $3,008-35.3% | $4,741-58.9% |
| Participant deferral / active EE | $3,405 | $4,802-29.1% | $4,395-22.5% | $6,401-46.8% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |