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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 | $92,212 | $97,732-5.6% | $83,831+10.0% | $135,380-31.9% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -10.16% | 1287.56%-1297.7pp | 850.99%-861.2pp | 519.81%-530.0pp |
| Employer contribution / active EE | $12,575 | $4,222+197.9% | $3,631+246.3% | $4,779+163.1% |
| Participant deferral / active EE | $7,926 | $4,683+69.3% | $4,082+94.2% | $5,609+41.3% |
| Admin fee / account holder | $24 | $6,675-99.6% | $5,479-99.6% | $10,828-99.8% |