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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 | $23,669 | $92,684-74.5% | $82,706-71.4% | $134,509-82.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.26% | 945.84%-972.1pp | 701.76%-728.0pp | 418.13%-444.4pp |
| Employer contribution / active EE | $3,021 | $3,272-7.7% | $3,007+0.5% | $4,741-36.3% |
| Participant deferral / active EE | $11,237 | $4,800+134.1% | $4,394+155.7% | $6,400+75.6% |
| Admin fee / account holder | $120 | $5,982-98.0% | $5,329-97.7% | $11,427-98.9% |