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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 | $149,098 | $67,823+119.8% | $52,425+184.4% | $137,256+8.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | -59.58% | 219.11%-278.7pp | 302.12%-361.7pp | 220.34%-279.9pp |
| Employer contribution / active EE | $558 | $1,163-52.0% | $914-38.9% | $4,156-86.6% |
| Participant deferral / active EE | $698 | $2,288-69.5% | $1,790-61.0% | $6,407-89.1% |
| Admin fee / account holder | $17 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |