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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 | $42,592 | $97,732-56.4% | $83,831-49.2% | $135,380-68.5% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -12.69% | 1287.56%-1300.2pp | 850.99%-863.7pp | 519.81%-532.5pp |
| Employer contribution / active EE | $12,501 | $4,222+196.1% | $3,631+244.3% | $4,779+161.6% |
| Participant deferral / active EE | $12,738 | $4,683+172.0% | $4,082+212.0% | $5,609+127.1% |
| Admin fee / account holder | $25 | $6,675-99.6% | $5,479-99.6% | $10,828-99.8% |