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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 | $35,366 | $97,732-63.8% | $83,831-57.8% | $135,380-73.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.88% | 1287.56%-1301.4pp | 850.99%-864.9pp | 519.81%-533.7pp |
| Employer contribution / active EE | $1,330 | $4,222-68.5% | $3,631-63.4% | $4,779-72.2% |
| Participant deferral / active EE | $11,135 | $4,683+137.8% | $4,082+172.8% | $5,609+98.5% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |