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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 | $19,740 | $97,732-79.8% | $83,831-76.5% | $135,380-85.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.91% | 1287.56%-1299.5pp | 850.99%-862.9pp | 519.81%-531.7pp |
| Employer contribution / active EE | $6,089 | $4,222+44.2% | $3,631+67.7% | $4,779+27.4% |
| Participant deferral / active EE | $4,542 | $4,683-3.0% | $4,082+11.3% | $5,609-19.0% |
| Admin fee / account holder | $200 | $6,675-97.0% | $5,479-96.3% | $10,828-98.2% |