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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 | $7,158 | $84,551-91.5% | $61,452-88.4% | $134,532-94.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -28.19% | 585.39%-613.6pp | 338.96%-367.1pp | 418.27%-446.5pp |
| Employer contribution / active EE | $3,552 | $1,545+129.9% | $1,160+206.3% | $4,741-25.1% |
| Participant deferral / active EE | $2,461 | $2,818-12.7% | $2,125+15.8% | $6,401-61.6% |
| Admin fee / account holder | $222 | $2,587-91.4% | $2,131-89.6% | $11,429-98.1% |