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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 | $36,857 | $90,617-59.3% | $79,476-53.6% | $135,382-72.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.33% | 977.57%-988.9pp | 718.21%-729.5pp | 519.77%-531.1pp |
| Employer contribution / active EE | $1,868 | $3,068-39.1% | $2,800-33.3% | $4,779-60.9% |
| Participant deferral / active EE | $4,837 | $4,050+19.4% | $3,704+30.6% | $5,609-13.8% |
| Admin fee / account holder | $155 | $5,907-97.4% | $5,113-97.0% | $10,829-98.6% |