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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 | $25,220 | $97,729-74.2% | $83,830-69.9% | $135,379-81.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.56% | 1287.52%-1298.1pp | 850.97%-861.5pp | 519.79%-530.4pp |
| Employer contribution / active EE | $1,371 | $4,222-67.5% | $3,631-62.2% | $4,779-71.3% |
| Participant deferral / active EE | $1,788 | $4,683-61.8% | $4,082-56.2% | $5,609-68.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |