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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 | $104,907-50.3% | $84,610-38.3% | $152,870-65.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | -26.55% | 373.79%-400.3pp | 258.74%-285.3pp | 345.34%-371.9pp |
| Employer contribution / active EE | $3,875 | $3,301+17.4% | $2,652+46.1% | $4,763-18.6% |
| Participant deferral / active EE | $20,000 | $4,688+326.7% | $3,899+413.0% | $5,850+241.9% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,597-100.0% |