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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 | $20,845 | $92,743-77.5% | $82,744-74.8% | $134,532-84.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -25.21% | 946.63%-971.8pp | 702.22%-727.4pp | 418.27%-443.5pp |
| Employer contribution / active EE | $1,248 | $3,273-61.9% | $3,008-58.5% | $4,741-73.7% |
| Participant deferral / active EE | $10,398 | $4,802+116.6% | $4,395+136.6% | $6,401+62.4% |
| Admin fee / account holder | $175 | $5,977-97.1% | $5,325-96.7% | $11,429-98.5% |