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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 | $32,789 | $82,630-60.3% | $64,105-48.9% | $125,389-73.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | -4.66% | 1489.72%-1494.4pp | 791.24%-795.9pp | 282.24%-286.9pp |
| Employer contribution / active EE | $1,501 | $2,671-43.8% | $1,820-17.5% | $4,866-69.1% |
| Participant deferral / active EE | $4,110 | $3,608+13.9% | $2,822+45.7% | $5,352-23.2% |
| Admin fee / account holder | $262 | $6,382-95.9% | $4,499-94.2% | $9,541-97.3% |