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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 | $97,560 | $121,701-19.8% | $104,639-6.8% | $158,982-38.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -54.87% | 465.72%-520.6pp | 340.67%-395.5pp | 302.99%-357.9pp |
| Employer contribution / active EE | $4,000 | $3,165+26.4% | $2,682+49.2% | $4,763-16.0% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |