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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 | $1,899 | $84,551-97.8% | $61,452-96.9% | $134,532-98.6% |
| Participation rate | 87.5% | 62.2%+25.3pp | 52.6%+34.9pp | 81.2%+6.3pp |
| Annual return | -43.26% | 585.39%-628.6pp | 338.96%-382.2pp | 418.27%-461.5pp |
| Employer contribution / active EE | $1,110 | $1,545-28.1% | $1,160-4.3% | $4,741-76.6% |
| Participant deferral / active EE | $2,175 | $2,818-22.8% | $2,125+2.4% | $6,401-66.0% |
| Admin fee / account holder | $217 | $2,587-91.6% | $2,131-89.8% | $11,429-98.1% |