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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 | $15,495 | $90,606-82.9% | $79,466-80.5% | $135,379-88.6% |
| Participation rate | 70.6% | 76.0%-5.5pp | 73.3%-2.8pp | 82.6%-12.1pp |
| Annual return | -10.12% | 977.69%-987.8pp | 718.28%-728.4pp | 519.79%-529.9pp |
| Employer contribution / active EE | $1,834 | $3,068-40.2% | $2,800-34.5% | $4,779-61.6% |
| Participant deferral / active EE | $3,837 | $4,050-5.3% | $3,704+3.6% | $5,609-31.6% |
| Admin fee / account holder | $201 | $5,895-96.6% | $5,104-96.1% | $10,828-98.1% |