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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 | $29,077 | $135,639-78.6% | $110,241-73.6% | $135,382-78.5% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | -8.76% | 513.21%-522.0pp | 314.75%-323.5pp | 519.77%-528.5pp |
| Employer contribution / active EE | $1,503 | $4,907-69.4% | $3,827-60.7% | $4,779-68.5% |
| Participant deferral / active EE | $2,364 | $5,507-57.1% | $4,672-49.4% | $5,609-57.9% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |