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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 | $31,838 | $99,011-67.8% | $86,582-63.2% | $147,586-78.4% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | -13.23% | 1312.75%-1326.0pp | 965.08%-978.3pp | 578.59%-591.8pp |
| Employer contribution / active EE | $1,620 | $3,132-48.3% | $2,839-43.0% | $4,876-66.8% |
| Participant deferral / active EE | $11,865 | $3,972+198.7% | $3,609+228.8% | $5,439+118.2% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |