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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 | $17,883 | $48,274-63.0% | $63,244-71.7% | $59,633-70.0% |
| Participation rate | 82.8% | 66.3%+16.4pp | 71.0%+11.7pp | 68.7%+14.1pp |
| Annual return | -3.51% | -240.79%+237.3pp | -70.31%+66.8pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,857 | $1,586+17.1% | $2,322-20.0% | $2,203-15.7% |
| Participant deferral / active EE | $3,013 | $2,343+28.6% | $2,953+2.0% | $3,192-5.6% |
| Admin fee / account holder | $271 | $3,600-92.5% | $5,893-95.4% | $4,297-93.7% |