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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 | $33,767 | $97,732-65.4% | $83,831-59.7% | $135,380-75.1% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -9.83% | 1287.56%-1297.4pp | 850.99%-860.8pp | 519.81%-529.6pp |
| Employer contribution / active EE | $6,227 | $4,222+47.5% | $3,631+71.5% | $4,779+30.3% |
| Participant deferral / active EE | $8,659 | $4,683+84.9% | $4,082+112.1% | $5,609+54.4% |
| Admin fee / account holder | $206 | $6,675-96.9% | $5,479-96.2% | $10,828-98.1% |