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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 | $72,360 | $92,684-21.9% | $82,706-12.5% | $134,509-46.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.13% | 945.84%-973.0pp | 701.76%-728.9pp | 418.13%-445.3pp |
| Employer contribution / active EE | $4,500 | $3,272+37.5% | $3,007+49.6% | $4,741-5.1% |
| Participant deferral / active EE | $4,500 | $4,800-6.2% | $4,394+2.4% | $6,400-29.7% |
| Admin fee / account holder | $60 | $5,982-99.0% | $5,329-98.9% | $11,427-99.5% |