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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 | $46,943 | $123,859-62.1% | $69,632-32.6% | $145,897-67.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | -16.15% | 192.49%-208.6pp | 101.32%-117.5pp | 552.29%-568.4pp |
| Employer contribution / active EE | $1,290 | $2,673-51.8% | $1,708-24.5% | $4,663-72.3% |
| Participant deferral / active EE | $4,960 | $4,242+16.9% | $2,889+71.7% | $6,689-25.9% |
| Admin fee / account holder | $19 | $7,817-99.8% | $4,695-99.6% | $13,390-99.9% |