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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 | $5,360 | $84,551-93.7% | $61,452-91.3% | $134,532-96.0% |
| Participation rate | 76.5% | 62.2%+14.3pp | 52.6%+23.9pp | 81.2%-4.8pp |
| Annual return | -26.92% | 585.39%-612.3pp | 338.96%-365.9pp | 418.27%-445.2pp |
| Employer contribution / active EE | $3,565 | $1,545+130.8% | $1,160+207.4% | $4,741-24.8% |
| Participant deferral / active EE | $1,097 | $2,818-61.1% | $2,125-48.4% | $6,401-82.9% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |