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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 | $25,793 | $97,729-73.6% | $83,830-69.2% | $135,379-80.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -32.12% | 1287.52%-1319.6pp | 850.97%-883.1pp | 519.79%-551.9pp |
| Employer contribution / active EE | $1,712 | $4,222-59.5% | $3,631-52.9% | $4,779-64.2% |
| Participant deferral / active EE | $15,252 | $4,683+225.7% | $4,082+273.6% | $5,609+171.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |