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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 | $15,012 | $97,729-84.6% | $83,830-82.1% | $135,379-88.9% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -15.45% | 1287.52%-1303.0pp | 850.97%-866.4pp | 519.79%-535.2pp |
| Employer contribution / active EE | $2,258 | $4,222-46.5% | $3,631-37.8% | $4,779-52.8% |
| Participant deferral / active EE | $5,817 | $4,683+24.2% | $4,082+42.5% | $5,609+3.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |