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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 | $15,691 | $90,606-82.7% | $79,466-80.3% | $135,379-88.4% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | -11.93% | 977.69%-989.6pp | 718.28%-730.2pp | 519.79%-531.7pp |
| Employer contribution / active EE | $3,620 | $3,068+18.0% | $2,800+29.3% | $4,779-24.3% |
| Participant deferral / active EE | $2,295 | $4,050-43.3% | $3,704-38.0% | $5,609-59.1% |
| Admin fee / account holder | $72 | $5,895-98.8% | $5,104-98.6% | $10,828-99.3% |