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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 | $20,753 | $90,617-77.1% | $79,476-73.9% | $135,382-84.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -13.86% | 977.57%-991.4pp | 718.21%-732.1pp | 519.77%-533.6pp |
| Employer contribution / active EE | $2,077 | $3,068-32.3% | $2,800-25.8% | $4,779-56.5% |
| Participant deferral / active EE | $3,975 | $4,050-1.9% | $3,704+7.3% | $5,609-29.1% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |