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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 | $18,615 | $104,116-82.1% | $71,089-73.8% | $135,380-86.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -29.78% | 1256.51%-1286.3pp | 650.65%-680.4pp | 519.81%-549.6pp |
| Employer contribution / active EE | $1,810 | $1,485+21.9% | $1,088+66.4% | $4,779-62.1% |
| Participant deferral / active EE | $9,621 | $2,524+281.2% | $1,873+413.8% | $5,609+71.5% |
| Admin fee / account holder | $257 | $4,142-93.8% | $3,082-91.7% | $10,828-97.6% |