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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 | $71,858 | $110,093-34.7% | $97,295-26.1% | $145,897-50.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -15.45% | 244.76%-260.2pp | 75.62%-91.1pp | 552.29%-567.7pp |
| Employer contribution / active EE | $813 | $3,077-73.6% | $2,723-70.2% | $4,663-82.6% |
| Participant deferral / active EE | $2,081 | $4,678-55.5% | $4,264-51.2% | $6,689-68.9% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |