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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 | $31,936 | $81,696-60.9% | $70,494-54.7% | $158,982-79.9% |
| Participation rate | 71.4% | 77.7%-6.3pp | 75.1%-3.6pp | 82.0%-10.5pp |
| Annual return | -0.92% | 208.70%-209.6pp | 109.16%-110.1pp | 302.99%-303.9pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,358 | $4,558-70.2% | $3,711-63.4% | $5,983-77.3% |
| Admin fee / account holder | $168 | $6,200-97.3% | $3,848-95.6% | $11,252-98.5% |