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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 | $40,894 | $90,607-54.9% | $79,467-48.5% | $135,380-69.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -67.70% | 977.74%-1045.4pp | 718.30%-786.0pp | 519.81%-587.5pp |
| Employer contribution / active EE | $50,102 | $3,068+1533.2% | $2,800+1689.2% | $4,779+948.4% |
| Participant deferral / active EE | $24,631 | $4,050+508.1% | $3,704+565.0% | $5,609+339.1% |
| Admin fee / account holder | $163 | $5,895-97.2% | $5,104-96.8% | $10,828-98.5% |