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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 | $61,348 | $104,116-41.1% | $71,089-13.7% | $135,380-54.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -14.57% | 1256.51%-1271.1pp | 650.65%-665.2pp | 519.81%-534.4pp |
| Employer contribution / active EE | $13,535 | $1,485+811.5% | $1,088+1144.4% | $4,779+183.2% |
| Participant deferral / active EE | $12,333 | $2,524+388.7% | $1,873+558.7% | $5,609+119.9% |
| Admin fee / account holder | $283 | $4,142-93.2% | $3,082-90.8% | $10,828-97.4% |