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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 | $21,565 | $138,075-84.4% | $123,552-82.5% | $135,379-84.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -10.42% | 153.70%-164.1pp | 119.20%-129.6pp | 519.79%-530.2pp |
| Employer contribution / active EE | $2,066 | $5,152-59.9% | $4,628-55.4% | $4,779-56.8% |
| Participant deferral / active EE | $4,365 | $6,800-35.8% | $6,426-32.1% | $5,609-22.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |