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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 | $31,657 | $97,732-67.6% | $83,831-62.2% | $135,380-76.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.65% | 1287.56%-1299.2pp | 850.99%-862.6pp | 519.81%-531.5pp |
| Employer contribution / active EE | $7,932 | $4,222+87.9% | $3,631+118.4% | $4,779+66.0% |
| Participant deferral / active EE | $7,595 | $4,683+62.2% | $4,082+86.1% | $5,609+35.4% |
| Admin fee / account holder | $165 | $6,675-97.5% | $5,479-97.0% | $10,828-98.5% |