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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 | $47,800 | $90,607-47.2% | $79,467-39.8% | $135,380-64.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.83% | 977.74%-987.6pp | 718.30%-728.1pp | 519.81%-529.6pp |
| Employer contribution / active EE | $4,740 | $3,068+54.5% | $2,800+69.3% | $4,779-0.8% |
| Participant deferral / active EE | $10,043 | $4,050+147.9% | $3,704+171.1% | $5,609+79.0% |
| Admin fee / account holder | $55 | $5,895-99.1% | $5,104-98.9% | $10,828-99.5% |