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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 | $23,200 | $90,607-74.4% | $79,467-70.8% | $135,380-82.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.49% | 977.74%-989.2pp | 718.30%-729.8pp | 519.81%-531.3pp |
| Employer contribution / active EE | $11,950 | $3,068+289.5% | $2,800+326.7% | $4,779+150.1% |
| Participant deferral / active EE | $3,075 | $4,050-24.1% | $3,704-17.0% | $5,609-45.2% |
| Admin fee / account holder | $1 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |