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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 | $25,174 | $97,732-74.2% | $83,831-70.0% | $135,380-81.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.95% | 1287.56%-1299.5pp | 850.99%-862.9pp | 519.81%-531.8pp |
| Employer contribution / active EE | $5,938 | $4,222+40.6% | $3,631+63.5% | $4,779+24.2% |
| Participant deferral / active EE | $12,362 | $4,683+164.0% | $4,082+202.8% | $5,609+120.4% |
| Admin fee / account holder | $151 | $6,675-97.7% | $5,479-97.2% | $10,828-98.6% |