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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 | $9,736 | $90,606-89.3% | $79,466-87.7% | $135,379-92.8% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -15.50% | 977.69%-993.2pp | 718.28%-733.8pp | 519.79%-535.3pp |
| Employer contribution / active EE | $1,060 | $3,068-65.4% | $2,800-62.1% | $4,779-77.8% |
| Participant deferral / active EE | $3,102 | $4,050-23.4% | $3,704-16.3% | $5,609-44.7% |
| Admin fee / account holder | $43 | $5,895-99.3% | $5,104-99.2% | $10,828-99.6% |