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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 | $40,202 | $84,628-52.5% | $61,501-34.6% | $134,545-70.1% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -28.80% | 585.61%-614.4pp | 339.04%-367.8pp | 418.37%-447.2pp |
| Employer contribution / active EE | $747 | $1,545-51.7% | $1,160-35.6% | $4,742-84.2% |
| Participant deferral / active EE | $3,097 | $2,819+9.9% | $2,125+45.8% | $6,401-51.6% |
| Admin fee / account holder | $137 | $2,587-94.7% | $2,132-93.6% | $11,431-98.8% |