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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 | $76,608-5.2% | $56,077+29.6% | $145,877-50.2% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | -9.14% | 3009.59%-3018.7pp | 1709.28%-1718.4pp | 551.28%-560.4pp |
| Employer contribution / active EE | $591 | $1,382-57.2% | $1,040-43.2% | $4,663-87.3% |
| Participant deferral / active EE | $704 | $2,624-73.2% | $1,954-64.0% | $6,691-89.5% |
| Admin fee / account holder | $126 | $3,325-96.2% | $2,825-95.5% | $13,402-99.1% |