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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 | $34,313 | $97,761-64.9% | $83,850-59.1% | $135,382-74.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.03% | 1287.44%-1299.5pp | 850.92%-863.0pp | 519.77%-531.8pp |
| Employer contribution / active EE | $3,081 | $4,222-27.0% | $3,631-15.1% | $4,779-35.5% |
| Participant deferral / active EE | $10,827 | $4,682+131.2% | $4,082+165.2% | $5,609+93.0% |
| Admin fee / account holder | $171 | $6,674-97.4% | $5,478-96.9% | $10,829-98.4% |