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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 | $39,255 | $90,606-56.7% | $79,466-50.6% | $135,379-71.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.53% | 977.69%-988.2pp | 718.28%-728.8pp | 519.79%-530.3pp |
| Employer contribution / active EE | $3,411 | $3,068+11.2% | $2,800+21.8% | $4,779-28.6% |
| Participant deferral / active EE | $3,974 | $4,050-1.9% | $3,704+7.3% | $5,609-29.2% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |