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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 | $36,846 | $90,607-59.3% | $79,467-53.6% | $135,380-72.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.55% | 977.74%-988.3pp | 718.30%-728.9pp | 519.81%-530.4pp |
| Employer contribution / active EE | $13,381 | $3,068+336.2% | $2,800+377.9% | $4,779+180.0% |
| Participant deferral / active EE | $6,317 | $4,050+56.0% | $3,704+70.6% | $5,609+12.6% |
| Admin fee / account holder | $71 | $5,895-98.8% | $5,104-98.6% | $10,828-99.3% |