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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 | $23,715 | $97,732-75.7% | $83,831-71.7% | $135,380-82.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.35% | 1287.56%-1298.9pp | 850.99%-862.3pp | 519.81%-531.2pp |
| Employer contribution / active EE | $4,508 | $4,222+6.8% | $3,631+24.1% | $4,779-5.7% |
| Participant deferral / active EE | $7,269 | $4,683+55.2% | $4,082+78.1% | $5,609+29.6% |
| Admin fee / account holder | $225 | $6,675-96.6% | $5,479-95.9% | $10,828-97.9% |