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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 | $26,122 | $97,732-73.3% | $83,831-68.8% | $135,380-80.7% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -13.56% | 1287.56%-1301.1pp | 850.99%-864.6pp | 519.81%-533.4pp |
| Employer contribution / active EE | $1,878 | $4,222-55.5% | $3,631-48.3% | $4,779-60.7% |
| Participant deferral / active EE | $4,297 | $4,683-8.2% | $4,082+5.3% | $5,609-23.4% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |