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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 | $19,270 | $82,630-76.7% | $64,105-69.9% | $125,389-84.6% |
| Participation rate | 90.9% | 75.9%+15.1pp | 68.2%+22.7pp | 83.2%+7.7pp |
| Annual return | -4.18% | 1489.72%-1493.9pp | 791.24%-795.4pp | 282.24%-286.4pp |
| Employer contribution / active EE | $958 | $2,671-64.1% | $1,820-47.3% | $4,866-80.3% |
| Participant deferral / active EE | $2,410 | $3,608-33.2% | $2,822-14.6% | $5,352-55.0% |
| Admin fee / account holder | $261 | $6,382-95.9% | $4,499-94.2% | $9,541-97.3% |