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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 | $11,615 | $92,743-87.5% | $82,744-86.0% | $134,532-91.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -35.43% | 946.63%-982.1pp | 702.22%-737.6pp | 418.27%-453.7pp |
| Employer contribution / active EE | $2,009 | $3,273-38.6% | $3,008-33.2% | $4,741-57.6% |
| Participant deferral / active EE | $10,436 | $4,802+117.4% | $4,395+137.5% | $6,401+63.0% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |