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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 | $31,365 | $82,674-62.1% | $125,381-75.0% | $68,486-54.2% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -20.05% | -5.97%-14.1pp | 572.31%-592.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $2,903 | $3,382-14.2% | $4,815-39.7% | $2,597+11.8% |
| Participant deferral / active EE | $7,999 | $6,111+30.9% | $7,448+7.4% | $4,028+98.6% |
| Admin fee / account holder | $20 | $6,277-99.7% | $10,007-99.8% | $5,404-99.6% |