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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 | $17,008 | $104,106-83.7% | $71,086-76.1% | $135,382-87.4% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -14.31% | 1256.30%-1270.6pp | 650.59%-664.9pp | 519.77%-534.1pp |
| Employer contribution / active EE | $1,856 | $1,485+25.0% | $1,088+70.6% | $4,779-61.2% |
| Participant deferral / active EE | $2,320 | $2,527-8.2% | $1,874+23.8% | $5,609-58.6% |
| Admin fee / account holder | $200 | $4,142-95.2% | $3,082-93.5% | $10,829-98.2% |