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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 | $52,166 | $104,953-50.3% | $84,637-38.4% | $152,909-65.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | -26.55% | 373.94%-400.5pp | 258.82%-285.4pp | 345.46%-372.0pp |
| Employer contribution / active EE | $3,875 | $3,304+17.3% | $2,653+46.0% | $4,764-18.7% |
| Participant deferral / active EE | $20,000 | $4,691+326.4% | $3,900+412.8% | $5,851+241.8% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |