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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 | $9,076 | $84,628-89.3% | $61,501-85.2% | $134,545-93.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -31.12% | 585.61%-616.7pp | 339.04%-370.2pp | 418.37%-449.5pp |
| Employer contribution / active EE | $2,236 | $1,545+44.8% | $1,160+92.8% | $4,742-52.8% |
| Participant deferral / active EE | $4,466 | $2,819+58.5% | $2,125+110.2% | $6,401-30.2% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |