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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 | $33,794 | $92,766-63.6% | $82,763-59.2% | $134,545-74.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -35.64% | 946.97%-982.6pp | 702.45%-738.1pp | 418.37%-454.0pp |
| Employer contribution / active EE | $14,638 | $3,273+347.2% | $3,008+386.6% | $4,742+208.7% |
| Participant deferral / active EE | $10,681 | $4,802+122.4% | $4,395+143.0% | $6,401+66.9% |
| Admin fee / account holder | $215 | $5,978-96.4% | $5,325-96.0% | $11,431-98.1% |