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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 | $26,631 | $97,732-72.8% | $83,831-68.2% | $135,380-80.3% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -14.55% | 1287.56%-1302.1pp | 850.99%-865.5pp | 519.81%-534.4pp |
| Employer contribution / active EE | $11,439 | $4,222+170.9% | $3,631+215.0% | $4,779+139.4% |
| Participant deferral / active EE | $4,664 | $4,683-0.4% | $4,082+14.3% | $5,609-16.8% |
| Admin fee / account holder | $117 | $6,675-98.2% | $5,479-97.9% | $10,828-98.9% |