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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 | $15,505 | $107,809-85.6% | $90,657-82.9% | $135,379-88.5% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -5366.00% | -0.90%-5365.1pp | 1.89%-5367.9pp | 519.79%-5885.8pp |
| Employer contribution / active EE | $6,054 | $3,018+100.6% | $2,532+139.1% | $4,779+26.7% |
| Participant deferral / active EE | $7,403 | $3,872+91.2% | $3,424+116.2% | $5,609+32.0% |
| Admin fee / account holder | $69 | $5,931-98.8% | $4,994-98.6% | $10,828-99.4% |