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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 | $16,380 | $97,761-83.2% | $83,850-80.5% | $135,382-87.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -18.83% | 1287.44%-1306.3pp | 850.92%-869.8pp | 519.77%-538.6pp |
| Employer contribution / active EE | $7,988 | $4,222+89.2% | $3,631+120.0% | $4,779+67.2% |
| Participant deferral / active EE | $3,754 | $4,682-19.8% | $4,082-8.0% | $5,609-33.1% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,478-99.8% | $10,829-99.9% |