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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 | $18,631 | $97,761-80.9% | $83,850-77.8% | $135,382-86.2% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -14.53% | 1287.44%-1302.0pp | 850.92%-865.5pp | 519.77%-534.3pp |
| Employer contribution / active EE | $2,650 | $4,222-37.2% | $3,631-27.0% | $4,779-44.5% |
| Participant deferral / active EE | $6,044 | $4,682+29.1% | $4,082+48.1% | $5,609+7.8% |
| Admin fee / account holder | $291 | $6,674-95.6% | $5,478-94.7% | $10,829-97.3% |