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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 | $20,794 | $97,759-78.7% | $83,849-75.2% | $135,377-84.6% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -20.31% | 1287.41%-1307.7pp | 850.91%-871.2pp | 519.75%-540.1pp |
| Employer contribution / active EE | $8,395 | $4,222+98.8% | $3,631+131.2% | $4,779+75.7% |
| Participant deferral / active EE | $4,996 | $4,682+6.7% | $4,082+22.4% | $5,609-10.9% |
| Admin fee / account holder | $68 | $6,674-99.0% | $5,478-98.8% | $10,828-99.4% |