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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 | $77,167 | $92,743-16.8% | $82,744-6.7% | $134,532-42.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.91% | 946.63%-969.5pp | 702.22%-725.1pp | 418.27%-441.2pp |
| Employer contribution / active EE | $1,926 | $3,273-41.1% | $3,008-36.0% | $4,741-59.4% |
| Participant deferral / active EE | $10,029 | $4,802+108.9% | $4,395+128.2% | $6,401+56.7% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |