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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 | $42,372 | $81,696-48.1% | $70,494-39.9% | $158,982-73.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -11.51% | 208.70%-220.2pp | 109.16%-120.7pp | 302.99%-314.5pp |
| Employer contribution / active EE | $4,540 | $3,220+41.0% | $2,738+65.8% | $4,763-4.7% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $30 | $6,200-99.5% | $3,848-99.2% | $11,252-99.7% |