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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 | $5,359 | $84,628-93.7% | $61,501-91.3% | $134,545-96.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -31.59% | 585.61%-617.2pp | 339.04%-370.6pp | 418.37%-450.0pp |
| Employer contribution / active EE | $1,061 | $1,545-31.3% | $1,160-8.5% | $4,742-77.6% |
| Participant deferral / active EE | $3,201 | $2,819+13.6% | $2,125+50.6% | $6,401-50.0% |
| Admin fee / account holder | $260 | $2,587-90.0% | $2,132-87.8% | $11,431-97.7% |