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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 | $12,750 | $92,743-86.3% | $82,744-84.6% | $134,532-90.5% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | -28.02% | 946.63%-974.6pp | 702.22%-730.2pp | 418.27%-446.3pp |
| Employer contribution / active EE | $969 | $3,273-70.4% | $3,008-67.8% | $4,741-79.6% |
| Participant deferral / active EE | $4,785 | $4,802-0.4% | $4,395+8.9% | $6,401-25.2% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |