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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 | $14,888 | $90,607-83.6% | $79,467-81.3% | $135,380-89.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.95% | 977.74%-990.7pp | 718.30%-731.3pp | 519.81%-532.8pp |
| Employer contribution / active EE | $2,320 | $3,068-24.4% | $2,800-17.2% | $4,779-51.5% |
| Participant deferral / active EE | $3,535 | $4,050-12.7% | $3,704-4.6% | $5,609-37.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |