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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 | $7,071 | $32,117-78.0% | $71,089-90.1% | $64,173-89.0% |
| Participation rate | 92.9% | 42.7%+50.2pp | 54.6%+38.2pp | 69.6%+23.3pp |
| Annual return | -100.06% | -5.57%-94.5pp | 650.65%-750.7pp | 7.63%-107.7pp |
| Employer contribution / active EE | $5,896 | $712+727.9% | $1,088+442.1% | $2,381+147.7% |
| Participant deferral / active EE | $3,953 | $1,263+213.0% | $1,873+111.1% | $3,470+13.9% |
| Admin fee / account holder | $37 | $2,759-98.7% | $3,082-98.8% | $4,887-99.2% |