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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 | $14,037 | $104,106-86.5% | $71,086-80.3% | $135,382-89.6% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -17.17% | 1256.30%-1273.5pp | 650.59%-667.8pp | 519.77%-536.9pp |
| Employer contribution / active EE | $1,559 | $1,485+5.0% | $1,088+43.3% | $4,779-67.4% |
| Participant deferral / active EE | $3,967 | $2,527+57.0% | $1,874+111.7% | $5,609-29.3% |
| Admin fee / account holder | $227 | $4,142-94.5% | $3,082-92.6% | $10,829-97.9% |