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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 | $94,439+57.9% | $73,658+102.4% | $154,746-3.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | -59.58% | 28.25%-87.8pp | 29.72%-89.3pp | 172.34%-231.9pp |
| Employer contribution / active EE | $558 | $1,257-55.6% | $1,032-45.9% | $4,379-87.2% |
| Participant deferral / active EE | $698 | $2,527-72.4% | $2,062-66.1% | $6,730-89.6% |
| Admin fee / account holder | $17 | $3,843-99.6% | $3,357-99.5% | $14,365-99.9% |