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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 | $27,214 | $90,617-70.0% | $79,476-65.8% | $135,382-79.9% |
| Participation rate | 75.0% | 76.1%-1.1pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -11.42% | 977.57%-989.0pp | 718.21%-729.6pp | 519.77%-531.2pp |
| Employer contribution / active EE | $2,249 | $3,068-26.7% | $2,800-19.7% | $4,779-52.9% |
| Participant deferral / active EE | $5,360 | $4,050+32.3% | $3,704+44.7% | $5,609-4.4% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |