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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 | $13,862 | $104,116-86.7% | $71,089-80.5% | $135,380-89.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -19.18% | 1256.51%-1275.7pp | 650.65%-669.8pp | 519.81%-539.0pp |
| Employer contribution / active EE | $1,905 | $1,485+28.3% | $1,088+75.1% | $4,779-60.1% |
| Participant deferral / active EE | $5,336 | $2,524+111.4% | $1,873+184.9% | $5,609-4.9% |
| Admin fee / account holder | $55 | $4,142-98.7% | $3,082-98.2% | $10,828-99.5% |