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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 | $24,458 | $138,114-82.3% | $125,391-80.5% | $134,545-81.8% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+10.9pp | 81.2%+12.1pp |
| Annual return | -22.96% | 750.88%-773.8pp | 572.41%-595.4pp | 418.37%-441.3pp |
| Employer contribution / active EE | $3,240 | $5,246-38.2% | $4,816-32.7% | $4,742-31.7% |
| Participant deferral / active EE | $5,255 | $7,801-32.6% | $7,448-29.5% | $6,401-17.9% |
| Admin fee / account holder | $272 | $11,570-97.6% | $10,009-97.3% | $11,431-97.6% |