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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 | $21,349 | $97,732-78.2% | $83,831-74.5% | $135,380-84.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -24.31% | 1287.56%-1311.9pp | 850.99%-875.3pp | 519.81%-544.1pp |
| Employer contribution / active EE | $5,489 | $4,222+30.0% | $3,631+51.2% | $4,779+14.9% |
| Participant deferral / active EE | $13,268 | $4,683+183.3% | $4,082+225.0% | $5,609+136.5% |
| Admin fee / account holder | $245 | $6,675-96.3% | $5,479-95.5% | $10,828-97.7% |