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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 | $17,349 | $97,761-82.3% | $83,850-79.3% | $135,382-87.2% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | -11.02% | 1287.44%-1298.5pp | 850.92%-861.9pp | 519.77%-530.8pp |
| Employer contribution / active EE | $1,473 | $4,222-65.1% | $3,631-59.4% | $4,779-69.2% |
| Participant deferral / active EE | $4,216 | $4,682-10.0% | $4,082+3.3% | $5,609-24.8% |
| Admin fee / account holder | $21 | $6,674-99.7% | $5,478-99.6% | $10,829-99.8% |