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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 | $8,118 | $84,464-90.4% | $61,399-86.8% | $134,509-94.0% |
| Participation rate | 88.9% | 62.2%+26.7pp | 52.6%+36.3pp | 81.2%+7.7pp |
| Annual return | -25.29% | 585.06%-610.4pp | 338.81%-364.1pp | 418.13%-443.4pp |
| Employer contribution / active EE | $2,128 | $1,545+37.8% | $1,159+83.5% | $4,741-55.1% |
| Participant deferral / active EE | $4,993 | $2,818+77.2% | $2,124+135.0% | $6,400-22.0% |
| Admin fee / account holder | $55 | $2,587-97.9% | $2,131-97.4% | $11,427-99.5% |