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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 | $14,164 | $99,668-85.8% | $86,451-83.6% | $134,545-89.5% |
| Participation rate | 76.5% | 82.1%-5.6pp | 80.3%-3.9pp | 81.2%-4.8pp |
| Annual return | -27.36% | 6789.61%-6817.0pp | 4398.51%-4425.9pp | 418.37%-445.7pp |
| Employer contribution / active EE | $2,403 | $4,403-45.4% | $3,770-36.3% | $4,742-49.3% |
| Participant deferral / active EE | $6,560 | $7,249-9.5% | $6,953-5.7% | $6,401+2.5% |
| Admin fee / account holder | $133 | $8,377-98.4% | $6,734-98.0% | $11,431-98.8% |