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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 | $21,754 | $92,766-76.6% | $82,763-73.7% | $134,545-83.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -47.46% | 946.97%-994.4pp | 702.45%-749.9pp | 418.37%-465.8pp |
| Employer contribution / active EE | $2,435 | $3,273-25.6% | $3,008-19.1% | $4,742-48.6% |
| Participant deferral / active EE | $1,200 | $4,802-75.0% | $4,395-72.7% | $6,401-81.3% |
| Admin fee / account holder | $2 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |