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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 | $17,186 | $90,606-81.0% | $79,466-78.4% | $135,379-87.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.05% | 977.69%-987.7pp | 718.28%-728.3pp | 519.79%-529.8pp |
| Employer contribution / active EE | $1,724 | $3,068-43.8% | $2,800-38.4% | $4,779-63.9% |
| Participant deferral / active EE | $7,852 | $4,050+93.9% | $3,704+112.0% | $5,609+40.0% |
| Admin fee / account holder | $15 | $5,895-99.7% | $5,104-99.7% | $10,828-99.9% |