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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 | $35,168 | $97,761-64.0% | $83,850-58.1% | $135,382-74.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -15.61% | 1287.44%-1303.1pp | 850.92%-866.5pp | 519.77%-535.4pp |
| Employer contribution / active EE | $8,131 | $4,222+92.6% | $3,631+124.0% | $4,779+70.2% |
| Participant deferral / active EE | $10,303 | $4,682+120.0% | $4,082+152.4% | $5,609+83.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |