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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 | $31,906 | $97,729-67.4% | $83,830-61.9% | $135,379-76.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.84% | 1287.52%-1300.4pp | 850.97%-863.8pp | 519.79%-532.6pp |
| Employer contribution / active EE | $11,781 | $4,222+179.0% | $3,631+224.4% | $4,779+146.5% |
| Participant deferral / active EE | $6,620 | $4,683+41.4% | $4,082+62.2% | $5,609+18.0% |
| Admin fee / account holder | $87 | $6,674-98.7% | $5,479-98.4% | $10,828-99.2% |