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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 | $45,171 | $124,175-63.6% | $108,405-58.3% | $167,536-73.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -4.81% | 1380.13%-1384.9pp | 905.55%-910.4pp | 478.82%-483.6pp |
| Employer contribution / active EE | $16,000 | $4,188+282.1% | $3,559+349.6% | $4,839+230.6% |
| Participant deferral / active EE | $12,240 | $6,908+77.2% | $6,563+86.5% | $6,342+93.0% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |