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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 | $43,075 | $97,732-55.9% | $83,831-48.6% | $135,380-68.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.82% | 1287.56%-1298.4pp | 850.99%-861.8pp | 519.81%-530.6pp |
| Employer contribution / active EE | $9,048 | $4,222+114.3% | $3,631+149.2% | $4,779+89.3% |
| Participant deferral / active EE | $12,102 | $4,683+158.4% | $4,082+196.5% | $5,609+115.8% |
| Admin fee / account holder | $202 | $6,675-97.0% | $5,479-96.3% | $10,828-98.1% |