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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 | $20,555 | $190,879-89.2% | $160,009-87.2% | $134,532-84.7% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.0%+6.2pp | 81.2%+3.0pp |
| Annual return | -21.25% | 552.63%-573.9pp | 408.85%-430.1pp | 418.27%-439.5pp |
| Employer contribution / active EE | $2,297 | $4,995-54.0% | $4,225-45.6% | $4,741-51.5% |
| Participant deferral / active EE | $5,374 | $6,924-22.4% | $6,183-13.1% | $6,401-16.0% |
| Admin fee / account holder | $258 | $10,495-97.5% | $8,715-97.0% | $11,429-97.7% |