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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 | $22,452 | $109,344-79.5% | $89,400-74.9% | $158,950-85.9% |
| Participation rate | 72.7% | 74.3%-1.5pp | 68.0%+4.7pp | 82.0%-9.2pp |
| Annual return | -0.54% | 345.73%-346.3pp | 245.64%-246.2pp | 302.91%-303.4pp |
| Employer contribution / active EE | $1,167 | $3,170-63.2% | $2,586-54.9% | $4,762-75.5% |
| Participant deferral / active EE | $2,942 | $4,599-36.0% | $3,890-24.4% | $5,983-50.8% |
| Admin fee / account holder | $277 | $6,154-95.5% | $4,882-94.3% | $11,248-97.5% |