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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 | $2,818 | $84,551-96.7% | $61,452-95.4% | $134,532-97.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -25.64% | 585.39%-611.0pp | 338.96%-364.6pp | 418.27%-443.9pp |
| Employer contribution / active EE | $1,080 | $1,545-30.1% | $1,160-6.9% | $4,741-77.2% |
| Participant deferral / active EE | $2,360 | $2,818-16.3% | $2,125+11.1% | $6,401-63.1% |
| Admin fee / account holder | $155 | $2,587-94.0% | $2,131-92.7% | $11,429-98.6% |