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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 | $46,922 | $97,729-52.0% | $83,830-44.0% | $135,379-65.3% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -10.23% | 1287.52%-1297.8pp | 850.97%-861.2pp | 519.79%-530.0pp |
| Employer contribution / active EE | $1,036 | $4,222-75.5% | $3,631-71.5% | $4,779-78.3% |
| Participant deferral / active EE | $2,785 | $4,683-40.5% | $4,082-31.8% | $5,609-50.3% |
| Admin fee / account holder | $46 | $6,674-99.3% | $5,479-99.2% | $10,828-99.6% |