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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 | $41,028 | $92,766-55.8% | $82,763-50.4% | $134,545-69.5% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.5pp |
| Annual return | -21.36% | 946.97%-968.3pp | 702.45%-723.8pp | 418.37%-439.7pp |
| Employer contribution / active EE | $921 | $3,273-71.8% | $3,008-69.4% | $4,742-80.6% |
| Participant deferral / active EE | $2,844 | $4,802-40.8% | $4,395-35.3% | $6,401-55.6% |
| Admin fee / account holder | $256 | $5,978-95.7% | $5,325-95.2% | $11,431-97.8% |