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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 | $13,988 | $90,607-84.6% | $79,467-82.4% | $135,380-89.7% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -9.90% | 977.74%-987.6pp | 718.30%-728.2pp | 519.81%-529.7pp |
| Employer contribution / active EE | $2,023 | $3,068-34.0% | $2,800-27.7% | $4,779-57.7% |
| Participant deferral / active EE | $2,813 | $4,050-30.6% | $3,704-24.1% | $5,609-49.9% |
| Admin fee / account holder | $41 | $5,895-99.3% | $5,104-99.2% | $10,828-99.6% |