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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 | $16,281 | $90,607-82.0% | $79,467-79.5% | $135,380-88.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -279.71% | 977.74%-1257.4pp | 718.30%-998.0pp | 519.81%-799.5pp |
| Employer contribution / active EE | $9,160 | $3,068+198.6% | $2,800+227.1% | $4,779+91.7% |
| Participant deferral / active EE | $7,441 | $4,050+83.7% | $3,704+100.9% | $5,609+32.7% |
| Admin fee / account holder | $14 | $5,895-99.8% | $5,104-99.7% | $10,828-99.9% |