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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 | $14,839 | $97,732-84.8% | $83,831-82.3% | $135,380-89.0% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | -10.90% | 1287.56%-1298.5pp | 850.99%-861.9pp | 519.81%-530.7pp |
| Employer contribution / active EE | $2,047 | $4,222-51.5% | $3,631-43.6% | $4,779-57.2% |
| Participant deferral / active EE | $4,112 | $4,683-12.2% | $4,082+0.7% | $5,609-26.7% |
| Admin fee / account holder | $84 | $6,675-98.7% | $5,479-98.5% | $10,828-99.2% |