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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 | $32,516 | $97,732-66.7% | $83,831-61.2% | $135,380-76.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.82% | 1287.56%-1300.4pp | 850.99%-863.8pp | 519.81%-532.6pp |
| Employer contribution / active EE | $1,690 | $4,222-60.0% | $3,631-53.5% | $4,779-64.6% |
| Participant deferral / active EE | $8,010 | $4,683+71.0% | $4,082+96.2% | $5,609+42.8% |
| Admin fee / account holder | $245 | $6,675-96.3% | $5,479-95.5% | $10,828-97.7% |