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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 | $32,855 | $135,645-75.8% | $110,243-70.2% | $135,379-75.7% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.8%-9.8pp | 82.6%-12.6pp |
| Annual return | -9.99% | 513.24%-523.2pp | 314.76%-324.7pp | 519.79%-529.8pp |
| Employer contribution / active EE | $1,219 | $4,907-75.2% | $3,827-68.1% | $4,779-74.5% |
| Participant deferral / active EE | $3,810 | $5,507-30.8% | $4,672-18.4% | $5,609-32.1% |
| Admin fee / account holder | $153 | $11,458-98.7% | $8,548-98.2% | $10,828-98.6% |