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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 | $27,142 | $97,729-72.2% | $83,830-67.6% | $135,379-80.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -9.69% | 1287.52%-1297.2pp | 850.97%-860.7pp | 519.79%-529.5pp |
| Employer contribution / active EE | $3,589 | $4,222-15.0% | $3,631-1.2% | $4,779-24.9% |
| Participant deferral / active EE | $3,700 | $4,683-21.0% | $4,082-9.3% | $5,609-34.0% |
| Admin fee / account holder | $29 | $6,674-99.6% | $5,479-99.5% | $10,828-99.7% |