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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 | $14,249 | $90,606-84.3% | $79,466-82.1% | $135,379-89.5% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -11.21% | 977.69%-988.9pp | 718.28%-729.5pp | 519.79%-531.0pp |
| Employer contribution / active EE | $1,491 | $3,068-51.4% | $2,800-46.7% | $4,779-68.8% |
| Participant deferral / active EE | $7,698 | $4,050+90.0% | $3,704+107.8% | $5,609+37.2% |
| Admin fee / account holder | $56 | $5,895-99.1% | $5,104-98.9% | $10,828-99.5% |