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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 | $9,839 | $92,766-89.4% | $82,763-88.1% | $134,545-92.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.95% | 946.97%-968.9pp | 702.45%-724.4pp | 418.37%-440.3pp |
| Employer contribution / active EE | $1,339 | $3,273-59.1% | $3,008-55.5% | $4,742-71.8% |
| Participant deferral / active EE | $5,310 | $4,802+10.6% | $4,395+20.8% | $6,401-17.1% |
| Admin fee / account holder | $60 | $5,978-99.0% | $5,325-98.9% | $11,431-99.5% |