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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 | $41,904 | $135,645-69.1% | $110,243-62.0% | $135,380-69.0% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.8%-9.8pp | 82.6%-12.6pp |
| Annual return | -9.97% | 513.24%-523.2pp | 314.76%-324.7pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,869 | $4,907-61.9% | $3,827-51.2% | $4,779-60.9% |
| Participant deferral / active EE | $2,276 | $5,507-58.7% | $4,672-51.3% | $5,609-59.4% |
| Admin fee / account holder | $46 | $11,458-99.6% | $8,548-99.5% | $10,828-99.6% |