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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 | $32,606 | $97,761-66.6% | $83,850-61.1% | $135,382-75.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -16.53% | 1287.44%-1304.0pp | 850.92%-867.5pp | 519.77%-536.3pp |
| Employer contribution / active EE | $864 | $4,222-79.5% | $3,631-76.2% | $4,779-81.9% |
| Participant deferral / active EE | $19,239 | $4,682+310.9% | $4,082+371.3% | $5,609+243.0% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,829-99.9% |