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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 | $12,856 | $92,743-86.1% | $82,744-84.5% | $134,532-90.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -28.81% | 946.63%-975.4pp | 702.22%-731.0pp | 418.27%-447.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $16,952 | $4,802+253.1% | $4,395+285.8% | $6,401+164.8% |
| Admin fee / account holder | $17 | $5,977-99.7% | $5,325-99.7% | $11,429-99.9% |