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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 | $23,086 | $90,606-74.5% | $79,466-70.9% | $135,379-82.9% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -10.95% | 977.69%-988.6pp | 718.28%-729.2pp | 519.79%-530.7pp |
| Employer contribution / active EE | $682 | $3,068-77.8% | $2,800-75.7% | $4,779-85.7% |
| Participant deferral / active EE | $10,924 | $4,050+169.7% | $3,704+194.9% | $5,609+94.8% |
| Admin fee / account holder | $16 | $5,895-99.7% | $5,104-99.7% | $10,828-99.9% |