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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 | $30,865 | $90,606-65.9% | $79,466-61.2% | $135,379-77.2% |
| Participation rate | 70.6% | 76.0%-5.5pp | 73.3%-2.8pp | 82.6%-12.1pp |
| Annual return | -18.19% | 977.69%-995.9pp | 718.28%-736.5pp | 519.79%-538.0pp |
| Employer contribution / active EE | $5,671 | $3,068+84.9% | $2,800+102.5% | $4,779+18.7% |
| Participant deferral / active EE | $8,599 | $4,050+112.3% | $3,704+132.2% | $5,609+53.3% |
| Admin fee / account holder | $97 | $5,895-98.3% | $5,104-98.1% | $10,828-99.1% |