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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 | $38,561 | $100,911-61.8% | $90,440-57.4% | $158,966-75.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | -8.54% | 1726.62%-1735.2pp | 1294.38%-1302.9pp | 302.95%-311.5pp |
| Employer contribution / active EE | $1,738 | $3,690-52.9% | $3,263-46.7% | $4,762-63.5% |
| Participant deferral / active EE | $4,171 | $4,348-4.1% | $3,964+5.2% | $5,983-30.3% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |