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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 | $19,344 | $90,606-78.7% | $79,466-75.7% | $135,379-85.7% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -11.00% | 977.69%-988.7pp | 718.28%-729.3pp | 519.79%-530.8pp |
| Employer contribution / active EE | $2,298 | $3,068-25.1% | $2,800-17.9% | $4,779-51.9% |
| Participant deferral / active EE | $4,661 | $4,050+15.1% | $3,704+25.8% | $5,609-16.9% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |