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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 | $64,873 | $138,078-53.0% | $125,363-48.3% | $134,509-51.8% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -24.34% | 750.49%-774.8pp | 572.15%-596.5pp | 418.13%-442.5pp |
| Employer contribution / active EE | $1,574 | $5,245-70.0% | $4,815-67.3% | $4,741-66.8% |
| Participant deferral / active EE | $4,896 | $7,800-37.2% | $7,447-34.3% | $6,400-23.5% |
| Admin fee / account holder | $163 | $11,566-98.6% | $10,005-98.4% | $11,427-98.6% |