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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 | $14,974 | $97,732-84.7% | $83,831-82.1% | $135,380-88.9% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | -17.18% | 1287.56%-1304.7pp | 850.99%-868.2pp | 519.81%-537.0pp |
| Employer contribution / active EE | $2,908 | $4,222-31.1% | $3,631-19.9% | $4,779-39.1% |
| Participant deferral / active EE | $3,980 | $4,683-15.0% | $4,082-2.5% | $5,609-29.0% |
| Admin fee / account holder | $38 | $6,675-99.4% | $5,479-99.3% | $10,828-99.6% |