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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 | $15,016 | $97,732-84.6% | $83,831-82.1% | $135,380-88.9% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -10.57% | 1287.56%-1298.1pp | 850.99%-861.6pp | 519.81%-530.4pp |
| Employer contribution / active EE | $974 | $4,222-76.9% | $3,631-73.2% | $4,779-79.6% |
| Participant deferral / active EE | $1,846 | $4,683-60.6% | $4,082-54.8% | $5,609-67.1% |
| Admin fee / account holder | $276 | $6,675-95.9% | $5,479-95.0% | $10,828-97.5% |