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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 | $16,893 | $84,551-80.0% | $61,452-72.5% | $134,532-87.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -28.34% | 585.39%-613.7pp | 338.96%-367.3pp | 418.27%-446.6pp |
| Employer contribution / active EE | $2,183 | $1,545+41.3% | $1,160+88.2% | $4,741-54.0% |
| Participant deferral / active EE | $3,244 | $2,818+15.1% | $2,125+52.7% | $6,401-49.3% |
| Admin fee / account holder | $35 | $2,587-98.7% | $2,131-98.4% | $11,429-99.7% |