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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 | $14,542 | $97,729-85.1% | $83,830-82.7% | $135,379-89.3% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -18.07% | 1287.52%-1305.6pp | 850.97%-869.0pp | 519.79%-537.9pp |
| Employer contribution / active EE | $2,378 | $4,222-43.7% | $3,631-34.5% | $4,779-50.2% |
| Participant deferral / active EE | $6,362 | $4,683+35.9% | $4,082+55.9% | $5,609+13.4% |
| Admin fee / account holder | $101 | $6,674-98.5% | $5,479-98.2% | $10,828-99.1% |