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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 | $62,866 | $92,766-32.2% | $82,763-24.0% | $134,545-53.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.88% | 946.97%-969.9pp | 702.45%-725.3pp | 418.37%-441.3pp |
| Employer contribution / active EE | $12,436 | $3,273+279.9% | $3,008+313.4% | $4,742+162.3% |
| Participant deferral / active EE | $7,600 | $4,802+58.3% | $4,395+72.9% | $6,401+18.7% |
| Admin fee / account holder | $9 | $5,978-99.8% | $5,325-99.8% | $11,431-99.9% |