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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 | $67,880 | $82,630-17.9% | $64,105+5.9% | $125,389-45.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -12.74% | 1489.72%-1502.5pp | 791.24%-804.0pp | 282.24%-295.0pp |
| Employer contribution / active EE | $21,551 | $2,671+706.8% | $1,820+1084.2% | $4,866+342.9% |
| Participant deferral / active EE | $10,500 | $3,608+191.0% | $2,822+272.1% | $5,352+96.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |