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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 | $21,706 | $90,607-76.0% | $79,467-72.7% | $135,380-84.0% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -10.70% | 977.74%-988.4pp | 718.30%-729.0pp | 519.81%-530.5pp |
| Employer contribution / active EE | $1,464 | $3,068-52.3% | $2,800-47.7% | $4,779-69.4% |
| Participant deferral / active EE | $3,863 | $4,050-4.6% | $3,704+4.3% | $5,609-31.1% |
| Admin fee / account holder | $15 | $5,895-99.7% | $5,104-99.7% | $10,828-99.9% |