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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 | $21,333 | $78,694-72.9% | $67,652-68.5% | $125,389-83.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.87% | 9.46%-13.3pp | 6625.40%-6629.3pp | 282.24%-286.1pp |
| Employer contribution / active EE | $2,911 | $3,044-4.3% | $2,266+28.5% | $4,866-40.2% |
| Participant deferral / active EE | $8,082 | $4,292+88.3% | $3,560+127.0% | $5,352+51.0% |
| Admin fee / account holder | $176 | $7,403-97.6% | $4,821-96.3% | $9,541-98.2% |