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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 | $22,404 | $70,366-68.2% | $66,674-66.4% | $138,895-83.9% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.7%-0.9pp | 79.9%-7.2pp |
| Annual return | -8.10% | 386.41%-394.5pp | 321.24%-329.3pp | 145.39%-153.5pp |
| Employer contribution / active EE | $900 | $2,765-67.4% | $2,620-65.6% | $4,194-78.5% |
| Participant deferral / active EE | $6,083 | $4,374+39.1% | $4,084+48.9% | $6,396-4.9% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |