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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 | $23,353 | $97,729-76.1% | $83,830-72.1% | $135,379-82.8% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -14.22% | 1287.52%-1301.7pp | 850.97%-865.2pp | 519.79%-534.0pp |
| Employer contribution / active EE | $935 | $4,222-77.9% | $3,631-74.2% | $4,779-80.4% |
| Participant deferral / active EE | $1,870 | $4,683-60.1% | $4,082-54.2% | $5,609-66.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |