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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 | $44,887 | $99,644-55.0% | $86,438-48.1% | $134,532-66.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -43.22% | 6787.26%-6830.5pp | 4397.19%-4440.4pp | 418.27%-461.5pp |
| Employer contribution / active EE | $8,000 | $4,402+81.7% | $3,769+112.2% | $4,741+68.7% |
| Participant deferral / active EE | $11,240 | $7,247+55.1% | $6,952+61.7% | $6,401+75.6% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |