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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 | $24,678 | $97,761-74.8% | $83,850-70.6% | $135,382-81.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -15.75% | 1287.44%-1303.2pp | 850.92%-866.7pp | 519.77%-535.5pp |
| Employer contribution / active EE | $1,059 | $4,222-74.9% | $3,631-70.8% | $4,779-77.8% |
| Participant deferral / active EE | $12,653 | $4,682+170.2% | $4,082+210.0% | $5,609+125.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |