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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 | $23,767 | $156,927-84.9% | $121,169-80.4% | $139,456-83.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -8.07% | 1475.85%-1483.9pp | 986.71%-994.8pp | 373.45%-381.5pp |
| Employer contribution / active EE | $2,261 | $5,542-59.2% | $4,168-45.8% | $4,753-52.4% |
| Participant deferral / active EE | $20,445 | $4,848+321.7% | $4,083+400.8% | $6,711+204.6% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |