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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 | $22,147 | $84,685-73.8% | $73,836-70.0% | $125,389-82.3% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | -12.17% | 3123.80%-3136.0pp | 2268.06%-2280.2pp | 282.24%-294.4pp |
| Employer contribution / active EE | $7,249 | $3,123+132.1% | $2,787+160.1% | $4,866+49.0% |
| Participant deferral / active EE | $11,131 | $3,993+178.8% | $3,583+210.7% | $5,352+108.0% |
| Admin fee / account holder | $16 | $5,694-99.7% | $4,882-99.7% | $9,541-99.8% |