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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 | $8,467 | $88,585-90.4% | $69,884-87.9% | $134,532-93.7% |
| Participation rate | 93.8% | 74.9%+18.8pp | 70.5%+23.3pp | 81.2%+12.5pp |
| Annual return | -22.97% | 442.80%-465.8pp | 190.81%-213.8pp | 418.27%-441.2pp |
| Employer contribution / active EE | $878 | $3,235-72.9% | $2,560-65.7% | $4,741-81.5% |
| Participant deferral / active EE | $2,854 | $4,770-40.2% | $3,848-25.8% | $6,401-55.4% |
| Admin fee / account holder | $175 | $10,441-98.3% | $6,266-97.2% | $11,429-98.5% |