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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 | $7,941 | $92,684-91.4% | $82,706-90.4% | $134,509-94.1% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -27.71% | 945.84%-973.5pp | 701.76%-729.5pp | 418.13%-445.8pp |
| Employer contribution / active EE | $3,044 | $3,272-7.0% | $3,007+1.2% | $4,741-35.8% |
| Participant deferral / active EE | $3,861 | $4,800-19.6% | $4,394-12.1% | $6,400-39.7% |
| Admin fee / account holder | $6 | $5,982-99.9% | $5,329-99.9% | $11,427-99.9% |