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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 | $33,663 | $27,936+20.5% | $58,561-42.5% | $75,173-55.2% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | -2.82% | 44.21%-47.0pp | 4251.33%-4254.1pp | 160.72%-163.5pp |
| Employer contribution / active EE | $2,564 | $670+283.0% | $1,053+143.4% | $2,671-4.0% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $191 | $1,727-88.9% | $2,520-92.4% | $5,651-96.6% |