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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 | $47,153 | $92,766-49.2% | $82,763-43.0% | $134,545-65.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.57% | 946.97%-969.5pp | 702.45%-725.0pp | 418.37%-440.9pp |
| Employer contribution / active EE | $4,115 | $3,273+25.7% | $3,008+36.8% | $4,742-13.2% |
| Participant deferral / active EE | $7,262 | $4,802+51.2% | $4,395+65.2% | $6,401+13.4% |
| Admin fee / account holder | $223 | $5,978-96.3% | $5,325-95.8% | $11,431-98.0% |