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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 | $10,916 | $90,607-88.0% | $79,467-86.3% | $135,380-91.9% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -19.26% | 977.74%-997.0pp | 718.30%-737.6pp | 519.81%-539.1pp |
| Employer contribution / active EE | $3,864 | $3,068+26.0% | $2,800+38.0% | $4,779-19.1% |
| Participant deferral / active EE | $4,479 | $4,050+10.6% | $3,704+20.9% | $5,609-20.2% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |