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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 | $32,774 | $138,078-76.3% | $125,363-73.9% | $134,509-75.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -23.59% | 750.49%-774.1pp | 572.15%-595.7pp | 418.13%-441.7pp |
| Employer contribution / active EE | $4,662 | $5,245-11.1% | $4,815-3.2% | $4,741-1.7% |
| Participant deferral / active EE | $10,653 | $7,800+36.6% | $7,447+43.0% | $6,400+66.4% |
| Admin fee / account holder | $202 | $11,566-98.3% | $10,005-98.0% | $11,427-98.2% |