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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 | $47,086 | $84,551-44.3% | $61,452-23.4% | $134,532-65.0% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -23.56% | 585.39%-609.0pp | 338.96%-362.5pp | 418.27%-441.8pp |
| Employer contribution / active EE | $826 | $1,545-46.5% | $1,160-28.8% | $4,741-82.6% |
| Participant deferral / active EE | $4,642 | $2,818+64.7% | $2,125+118.5% | $6,401-27.5% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |