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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 | $41,938 | $90,606-53.7% | $79,466-47.2% | $135,379-69.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.88% | 977.69%-990.6pp | 718.28%-731.2pp | 519.79%-532.7pp |
| Employer contribution / active EE | $6,033 | $3,068+96.6% | $2,800+115.4% | $4,779+26.2% |
| Participant deferral / active EE | $11,450 | $4,050+182.7% | $3,704+209.1% | $5,609+104.1% |
| Admin fee / account holder | $88 | $5,895-98.5% | $5,104-98.3% | $10,828-99.2% |