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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 | $15,628 | $97,761-84.0% | $83,850-81.4% | $135,382-88.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.15% | 1287.44%-1297.6pp | 850.92%-861.1pp | 519.77%-529.9pp |
| Employer contribution / active EE | $2,497 | $4,222-40.9% | $3,631-31.2% | $4,779-47.8% |
| Participant deferral / active EE | $3,975 | $4,682-15.1% | $4,082-2.6% | $5,609-29.1% |
| Admin fee / account holder | $106 | $6,674-98.4% | $5,478-98.1% | $10,829-99.0% |