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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 | $18,192 | $90,607-79.9% | $79,467-77.1% | $135,380-86.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -14.32% | 977.74%-992.1pp | 718.30%-732.6pp | 519.81%-534.1pp |
| Employer contribution / active EE | $2,927 | $3,068-4.6% | $2,800+4.5% | $4,779-38.8% |
| Participant deferral / active EE | $7,368 | $4,050+81.9% | $3,704+98.9% | $5,609+31.4% |
| Admin fee / account holder | $266 | $5,895-95.5% | $5,104-94.8% | $10,828-97.5% |