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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 | $14,883 | $88,603-83.2% | $69,890-78.7% | $134,545-88.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -21.17% | 442.93%-464.1pp | 190.84%-212.0pp | 418.37%-439.5pp |
| Employer contribution / active EE | $6,740 | $3,236+108.3% | $2,560+163.2% | $4,742+42.1% |
| Participant deferral / active EE | $3,020 | $4,771-36.7% | $3,848-21.5% | $6,401-52.8% |
| Admin fee / account holder | $7 | $10,443-99.9% | $6,267-99.9% | $11,431-99.9% |