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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 | $72,661 | $76,519-5.0% | $56,025+29.7% | $145,897-50.2% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | -9.14% | 3017.03%-3026.2pp | 1712.69%-1721.8pp | 552.29%-561.4pp |
| Employer contribution / active EE | $591 | $1,383-57.3% | $1,042-43.3% | $4,663-87.3% |
| Participant deferral / active EE | $704 | $2,624-73.2% | $1,955-64.0% | $6,689-89.5% |
| Admin fee / account holder | $126 | $3,331-96.2% | $2,828-95.5% | $13,390-99.1% |