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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 | $41,043 | $92,743-55.7% | $82,744-50.4% | $134,532-69.5% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.7pp | 81.2%+11.1pp |
| Annual return | -23.58% | 946.63%-970.2pp | 702.22%-725.8pp | 418.27%-441.8pp |
| Employer contribution / active EE | $3,402 | $3,273+4.0% | $3,008+13.1% | $4,741-28.2% |
| Participant deferral / active EE | $12,317 | $4,802+156.5% | $4,395+180.3% | $6,401+92.4% |
| Admin fee / account holder | $295 | $5,977-95.1% | $5,325-94.5% | $11,429-97.4% |