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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 | $15,787 | $90,606-82.6% | $79,466-80.1% | $135,379-88.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -15.62% | 977.69%-993.3pp | 718.28%-733.9pp | 519.79%-535.4pp |
| Employer contribution / active EE | $1,373 | $3,068-55.2% | $2,800-51.0% | $4,779-71.3% |
| Participant deferral / active EE | $7,974 | $4,050+96.9% | $3,704+115.3% | $5,609+42.2% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |