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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 | $36,225 | $97,729-62.9% | $83,830-56.8% | $135,379-73.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -14.25% | 1287.52%-1301.8pp | 850.97%-865.2pp | 519.79%-534.0pp |
| Employer contribution / active EE | $2,087 | $4,222-50.6% | $3,631-42.5% | $4,779-56.3% |
| Participant deferral / active EE | $3,992 | $4,683-14.7% | $4,082-2.2% | $5,609-28.8% |
| Admin fee / account holder | -$7 | $6,674-100.1% | $5,479-100.1% | $10,828-100.1% |