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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 | $17,647 | $90,617-80.5% | $79,476-77.8% | $135,382-87.0% |
| Participation rate | 85.7% | 76.1%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -9.94% | 977.57%-987.5pp | 718.21%-728.2pp | 519.77%-529.7pp |
| Employer contribution / active EE | $1,596 | $3,068-48.0% | $2,800-43.0% | $4,779-66.6% |
| Participant deferral / active EE | $4,361 | $4,050+7.7% | $3,704+17.7% | $5,609-22.3% |
| Admin fee / account holder | $6 | $5,907-99.9% | $5,113-99.9% | $10,829-99.9% |