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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 | $22,632 | $90,617-75.0% | $79,476-71.5% | $135,382-83.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.22% | 977.57%-987.8pp | 718.21%-728.4pp | 519.77%-530.0pp |
| Employer contribution / active EE | $3,252 | $3,068+6.0% | $2,800+16.1% | $4,779-31.9% |
| Participant deferral / active EE | $3,598 | $4,050-11.2% | $3,704-2.9% | $5,609-35.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |