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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 | $17,980 | $78,694-77.2% | $67,652-73.4% | $125,389-85.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.37% | 9.46%-12.8pp | 6625.40%-6628.8pp | 282.24%-285.6pp |
| Employer contribution / active EE | $654 | $3,044-78.5% | $2,266-71.1% | $4,866-86.6% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $127 | $7,403-98.3% | $4,821-97.4% | $9,541-98.7% |