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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 | $32,675 | $97,729-66.6% | $83,830-61.0% | $135,379-75.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.87% | 1287.52%-1297.4pp | 850.97%-860.8pp | 519.79%-529.7pp |
| Employer contribution / active EE | $1,813 | $4,222-57.1% | $3,631-50.1% | $4,779-62.1% |
| Participant deferral / active EE | $7,252 | $4,683+54.9% | $4,082+77.7% | $5,609+29.3% |
| Admin fee / account holder | $212 | $6,674-96.8% | $5,479-96.1% | $10,828-98.0% |