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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 | $23,650 | $97,732-75.8% | $83,831-71.8% | $135,380-82.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.84% | 1287.56%-1299.4pp | 850.99%-862.8pp | 519.81%-531.6pp |
| Employer contribution / active EE | $1,656 | $4,222-60.8% | $3,631-54.4% | $4,779-65.3% |
| Participant deferral / active EE | $11,821 | $4,683+152.4% | $4,082+189.6% | $5,609+110.7% |
| Admin fee / account holder | $19 | $6,675-99.7% | $5,479-99.7% | $10,828-99.8% |