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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 | $7,605 | $92,743-91.8% | $82,744-90.8% | $134,532-94.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -28.48% | 946.63%-975.1pp | 702.22%-730.7pp | 418.27%-446.7pp |
| Employer contribution / active EE | $2,243 | $3,273-31.5% | $3,008-25.4% | $4,741-52.7% |
| Participant deferral / active EE | $4,696 | $4,802-2.2% | $4,395+6.9% | $6,401-26.6% |
| Admin fee / account holder | $58 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |