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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 | $8,079 | $92,743-91.3% | $82,744-90.2% | $134,532-94.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -35.78% | 946.63%-982.4pp | 702.22%-738.0pp | 418.27%-454.0pp |
| Employer contribution / active EE | $2,356 | $3,273-28.0% | $3,008-21.7% | $4,741-50.3% |
| Participant deferral / active EE | $4,000 | $4,802-16.7% | $4,395-9.0% | $6,401-37.5% |
| Admin fee / account holder | $63 | $5,977-98.9% | $5,325-98.8% | $11,429-99.4% |