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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 | $2,734 | $84,628-96.8% | $61,501-95.6% | $134,545-98.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -34.47% | 585.61%-620.1pp | 339.04%-373.5pp | 418.37%-452.8pp |
| Employer contribution / active EE | $1,851 | $1,545+19.8% | $1,160+59.6% | $4,742-61.0% |
| Participant deferral / active EE | $3,721 | $2,819+32.0% | $2,125+75.1% | $6,401-41.9% |
| Admin fee / account holder | $93 | $2,587-96.4% | $2,132-95.6% | $11,431-99.2% |