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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 | $41,382 | $90,606-54.3% | $79,466-47.9% | $135,379-69.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -19.76% | 977.69%-997.5pp | 718.28%-738.0pp | 519.79%-539.5pp |
| Employer contribution / active EE | $12,903 | $3,068+320.6% | $2,800+360.8% | $4,779+170.0% |
| Participant deferral / active EE | $11,691 | $4,050+188.6% | $3,704+215.6% | $5,609+108.4% |
| Admin fee / account holder | $26 | $5,895-99.6% | $5,104-99.5% | $10,828-99.8% |