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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 | $20,427 | $78,694-74.0% | $67,652-69.8% | $125,389-83.7% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -77.36% | 9.46%-86.8pp | 6625.40%-6702.8pp | 282.24%-359.6pp |
| Employer contribution / active EE | $11,777 | $3,044+286.9% | $2,266+419.8% | $4,866+142.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |