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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 | $22,481 | $109,411-79.5% | $89,435-74.9% | $158,982-85.9% |
| Participation rate | 85.0% | 74.3%+10.7pp | 68.0%+17.0pp | 82.0%+3.0pp |
| Annual return | -24.68% | 345.68%-370.4pp | 245.55%-270.2pp | 302.99%-327.7pp |
| Employer contribution / active EE | $559 | $3,173-82.4% | $2,587-78.4% | $4,763-88.3% |
| Participant deferral / active EE | $1,112 | $4,600-75.8% | $3,890-71.4% | $5,983-81.4% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |