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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 | $17,474 | $138,114-87.3% | $125,391-86.1% | $134,545-87.0% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -21.25% | 750.88%-772.1pp | 572.41%-593.7pp | 418.37%-439.6pp |
| Employer contribution / active EE | $1,467 | $5,246-72.0% | $4,816-69.5% | $4,742-69.1% |
| Participant deferral / active EE | $2,975 | $7,801-61.9% | $7,448-60.1% | $6,401-53.5% |
| Admin fee / account holder | $11 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |