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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 | $14,874 | $84,551-82.4% | $61,452-75.8% | $134,532-88.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -24.33% | 585.39%-609.7pp | 338.96%-363.3pp | 418.27%-442.6pp |
| Employer contribution / active EE | $1,810 | $1,545+17.2% | $1,160+56.1% | $4,741-61.8% |
| Participant deferral / active EE | $5,105 | $2,818+81.1% | $2,125+140.3% | $6,401-20.2% |
| Admin fee / account holder | $67 | $2,587-97.4% | $2,131-96.9% | $11,429-99.4% |