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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 | $22,481 | $92,684-75.7% | $82,706-72.8% | $134,509-83.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.68% | 945.84%-970.5pp | 701.76%-726.4pp | 418.13%-442.8pp |
| Employer contribution / active EE | $5,025 | $3,272+53.6% | $3,007+67.1% | $4,741+6.0% |
| Participant deferral / active EE | $6,250 | $4,800+30.2% | $4,394+42.3% | $6,400-2.3% |
| Admin fee / account holder | $60 | $5,982-99.0% | $5,329-98.9% | $11,427-99.5% |