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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 | $13,712 | $90,617-84.9% | $79,476-82.7% | $135,382-89.9% |
| Participation rate | 71.4% | 76.1%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -16.81% | 977.57%-994.4pp | 718.21%-735.0pp | 519.77%-536.6pp |
| Employer contribution / active EE | $786 | $3,068-74.4% | $2,800-71.9% | $4,779-83.6% |
| Participant deferral / active EE | $3,425 | $4,050-15.4% | $3,704-7.5% | $5,609-38.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |