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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 | $88,510 | $99,009-10.6% | $86,581+2.2% | $147,585-40.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -31.04% | 1312.70%-1343.7pp | 965.06%-996.1pp | 578.58%-609.6pp |
| Employer contribution / active EE | $5,687 | $3,132+81.6% | $2,840+100.3% | $4,876+16.6% |
| Participant deferral / active EE | $4,115 | $3,972+3.6% | $3,609+14.0% | $5,439-24.3% |
| Admin fee / account holder | $31 | $5,709-99.5% | $4,904-99.4% | $10,886-99.7% |