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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 | $6,559 | $84,628-92.2% | $61,501-89.3% | $134,545-95.1% |
| Participation rate | 81.8% | 62.2%+19.6pp | 52.6%+29.2pp | 81.2%+0.6pp |
| Annual return | -23.40% | 585.61%-609.0pp | 339.04%-362.4pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,199 | $1,545-22.4% | $1,160+3.4% | $4,742-74.7% |
| Participant deferral / active EE | $2,537 | $2,819-10.0% | $2,125+19.4% | $6,401-60.4% |
| Admin fee / account holder | $49 | $2,587-98.1% | $2,132-97.7% | $11,431-99.6% |