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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 | $18,659 | $97,761-80.9% | $83,850-77.7% | $135,382-86.2% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -26.41% | 1287.44%-1313.9pp | 850.92%-877.3pp | 519.77%-546.2pp |
| Employer contribution / active EE | $1,848 | $4,222-56.2% | $3,631-49.1% | $4,779-61.3% |
| Participant deferral / active EE | $11,723 | $4,682+150.4% | $4,082+187.2% | $5,609+109.0% |
| Admin fee / account holder | $27 | $6,674-99.6% | $5,478-99.5% | $10,829-99.8% |