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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 | $5,446 | $84,628-93.6% | $61,501-91.1% | $134,545-96.0% |
| Participation rate | 84.6% | 62.2%+22.4pp | 52.6%+32.0pp | 81.2%+3.4pp |
| Annual return | -29.30% | 585.61%-614.9pp | 339.04%-368.3pp | 418.37%-447.7pp |
| Employer contribution / active EE | $329 | $1,545-78.7% | $1,160-71.6% | $4,742-93.1% |
| Participant deferral / active EE | $4,238 | $2,819+50.4% | $2,125+99.5% | $6,401-33.8% |
| Admin fee / account holder | $27 | $2,587-99.0% | $2,132-98.8% | $11,431-99.8% |