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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 | $18,962 | $97,732-80.6% | $83,831-77.4% | $135,380-86.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -21.95% | 1287.56%-1309.5pp | 850.99%-872.9pp | 519.81%-541.8pp |
| Employer contribution / active EE | $1,409 | $4,222-66.6% | $3,631-61.2% | $4,779-70.5% |
| Participant deferral / active EE | $7,114 | $4,683+51.9% | $4,082+74.3% | $5,609+26.8% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |