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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 | $65,499 | $99,995-34.5% | $85,063-23.0% | $145,978-55.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -34.20% | 83.99%-118.2pp | 66.54%-100.7pp | 550.52%-584.7pp |
| Employer contribution / active EE | $949 | $3,231-70.6% | $2,727-65.2% | $4,662-79.6% |
| Participant deferral / active EE | $1,149 | $5,295-78.3% | $4,523-74.6% | $6,690-82.8% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |