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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 | $23,666 | $97,729-75.8% | $83,830-71.8% | $135,379-82.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.26% | 1287.52%-1300.8pp | 850.97%-864.2pp | 519.79%-533.0pp |
| Employer contribution / active EE | $10,188 | $4,222+141.3% | $3,631+180.6% | $4,779+113.2% |
| Participant deferral / active EE | $7,907 | $4,683+68.9% | $4,082+93.7% | $5,609+41.0% |
| Admin fee / account holder | $149 | $6,674-97.8% | $5,479-97.3% | $10,828-98.6% |