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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 | $27,785 | $135,639-79.5% | $110,241-74.8% | $135,382-79.5% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -11.89% | 513.21%-525.1pp | 314.75%-326.6pp | 519.77%-531.7pp |
| Employer contribution / active EE | $2,910 | $4,907-40.7% | $3,827-23.9% | $4,779-39.1% |
| Participant deferral / active EE | $7,804 | $5,507+41.7% | $4,672+67.0% | $5,609+39.1% |
| Admin fee / account holder | $17 | $11,457-99.8% | $8,548-99.8% | $10,829-99.8% |