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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 | $69,118+115.7% | $53,647+177.9% | $138,895+7.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | -59.58% | 248.26%-307.8pp | 358.33%-417.9pp | 145.39%-205.0pp |
| Employer contribution / active EE | $558 | $1,189-53.1% | $962-42.0% | $4,194-86.7% |
| Participant deferral / active EE | $698 | $2,274-69.3% | $1,813-61.5% | $6,396-89.1% |
| Admin fee / account holder | $17 | $2,724-99.4% | $2,460-99.3% | $12,562-99.9% |