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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 | $16,092 | $97,729-83.5% | $83,830-80.8% | $135,379-88.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -32.23% | 1287.52%-1319.7pp | 850.97%-883.2pp | 519.79%-552.0pp |
| Employer contribution / active EE | $3,508 | $4,222-16.9% | $3,631-3.4% | $4,779-26.6% |
| Participant deferral / active EE | $8,986 | $4,683+91.9% | $4,082+120.1% | $5,609+60.2% |
| Admin fee / account holder | $121 | $6,674-98.2% | $5,479-97.8% | $10,828-98.9% |