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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 | $54,971 | $97,732-43.8% | $83,831-34.4% | $135,380-59.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.32% | 1287.56%-1297.9pp | 850.99%-861.3pp | 519.81%-530.1pp |
| Employer contribution / active EE | $3,113 | $4,222-26.3% | $3,631-14.3% | $4,779-34.9% |
| Participant deferral / active EE | $10,144 | $4,683+116.6% | $4,082+148.5% | $5,609+80.9% |
| Admin fee / account holder | $9 | $6,675-99.9% | $5,479-99.8% | $10,828-99.9% |