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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 | $12,357 | $90,607-86.4% | $79,467-84.4% | $135,380-90.9% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | -57.75% | 977.74%-1035.5pp | 718.30%-776.1pp | 519.81%-577.6pp |
| Employer contribution / active EE | $4,695 | $3,068+53.0% | $2,800+67.7% | $4,779-1.8% |
| Participant deferral / active EE | $7,110 | $4,050+75.5% | $3,704+92.0% | $5,609+26.8% |
| Admin fee / account holder | $221 | $5,895-96.3% | $5,104-95.7% | $10,828-98.0% |