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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 | $76,785-5.4% | $56,441+28.7% | $145,959-50.2% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | -9.14% | 3000.51%-3009.7pp | 1704.21%-1713.4pp | 561.95%-571.1pp |
| Employer contribution / active EE | $591 | $1,381-57.2% | $1,039-43.1% | $4,661-87.3% |
| Participant deferral / active EE | $704 | $2,624-73.2% | $1,953-63.9% | $6,689-89.5% |
| Admin fee / account holder | $126 | $3,334-96.2% | $2,829-95.5% | $13,398-99.1% |