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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 | $14,064 | $92,684-84.8% | $82,706-83.0% | $134,509-89.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -1928.97% | 945.84%-2874.8pp | 701.76%-2630.7pp | 418.13%-2347.1pp |
| Employer contribution / active EE | $1,414 | $3,272-56.8% | $3,007-53.0% | $4,741-70.2% |
| Participant deferral / active EE | $15,027 | $4,800+213.1% | $4,394+242.0% | $6,400+134.8% |
| Admin fee / account holder | $206 | $5,982-96.6% | $5,329-96.1% | $11,427-98.2% |