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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 | $14,327 | $84,684-83.1% | $73,835-80.6% | $125,388-88.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -8.33% | 3123.93%-3132.3pp | 2268.13%-2276.5pp | 282.24%-290.6pp |
| Employer contribution / active EE | $268 | $3,123-91.4% | $2,788-90.4% | $4,866-94.5% |
| Participant deferral / active EE | $9,093 | $3,993+127.7% | $3,583+153.8% | $5,352+69.9% |
| Admin fee / account holder | $293 | $5,691-94.9% | $4,880-94.0% | $9,541-96.9% |