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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 | $18,761 | $97,732-80.8% | $83,831-77.6% | $135,380-86.1% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -10.37% | 1287.56%-1297.9pp | 850.99%-861.4pp | 519.81%-530.2pp |
| Employer contribution / active EE | $967 | $4,222-77.1% | $3,631-73.4% | $4,779-79.8% |
| Participant deferral / active EE | $9,805 | $4,683+109.4% | $4,082+140.2% | $5,609+74.8% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |