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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 | $20,391 | $100,938-79.8% | $90,461-77.5% | $158,982-87.2% |
| Participation rate | 70.8% | 75.0%-4.2pp | 72.7%-1.9pp | 82.0%-11.1pp |
| Annual return | -18.63% | 1727.20%-1745.8pp | 1294.76%-1313.4pp | 302.99%-321.6pp |
| Employer contribution / active EE | $902 | $3,691-75.6% | $3,264-72.4% | $4,763-81.1% |
| Participant deferral / active EE | $1,814 | $4,350-58.3% | $3,964-54.2% | $5,983-69.7% |
| Admin fee / account holder | $17 | $6,510-99.7% | $5,617-99.7% | $11,252-99.8% |