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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 | $28,842 | $97,761-70.5% | $83,850-65.6% | $135,382-78.7% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -19.05% | 1287.44%-1306.5pp | 850.92%-870.0pp | 519.77%-538.8pp |
| Employer contribution / active EE | $999 | $4,222-76.3% | $3,631-72.5% | $4,779-79.1% |
| Participant deferral / active EE | $17,954 | $4,682+283.4% | $4,082+339.9% | $5,609+220.1% |
| Admin fee / account holder | $99 | $6,674-98.5% | $5,478-98.2% | $10,829-99.1% |