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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 | $36,421 | $84,628-57.0% | $61,501-40.8% | $134,545-72.9% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -49.96% | 585.61%-635.6pp | 339.04%-389.0pp | 418.37%-468.3pp |
| Employer contribution / active EE | $893 | $1,545-42.2% | $1,160-23.0% | $4,742-81.2% |
| Participant deferral / active EE | $5,032 | $2,819+78.5% | $2,125+136.8% | $6,401-21.4% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |