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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 | $17,031 | $97,732-82.6% | $83,831-79.7% | $135,380-87.4% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -25.35% | 1287.56%-1312.9pp | 850.99%-876.3pp | 519.81%-545.2pp |
| Employer contribution / active EE | $1,454 | $4,222-65.6% | $3,631-60.0% | $4,779-69.6% |
| Participant deferral / active EE | $10,021 | $4,683+114.0% | $4,082+145.5% | $5,609+78.7% |
| Admin fee / account holder | $17 | $6,675-99.7% | $5,479-99.7% | $10,828-99.8% |