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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 | $68,820 | $106,008-35.1% | $92,240-25.4% | $147,586-53.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | -6.23% | 50.05%-56.3pp | 176.29%-182.5pp | 578.59%-584.8pp |
| Employer contribution / active EE | $963 | $4,333-77.8% | $3,680-73.8% | $4,876-80.2% |
| Participant deferral / active EE | $1,379 | $4,478-69.2% | $3,897-64.6% | $5,439-74.6% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |