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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 | $8,688 | $104,116-91.7% | $71,089-87.8% | $135,380-93.6% |
| Participation rate | 93.8% | 65.7%+28.1pp | 54.6%+39.1pp | 82.6%+11.1pp |
| Annual return | -13.92% | 1256.51%-1270.4pp | 650.65%-664.6pp | 519.81%-533.7pp |
| Employer contribution / active EE | $666 | $1,485-55.1% | $1,088-38.7% | $4,779-86.1% |
| Participant deferral / active EE | $3,417 | $2,524+35.4% | $1,873+82.5% | $5,609-39.1% |
| Admin fee / account holder | $102 | $4,142-97.5% | $3,082-96.7% | $10,828-99.1% |