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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 | $31,930 | $97,732-67.3% | $83,831-61.9% | $135,380-76.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -22.19% | 1287.56%-1309.7pp | 850.99%-873.2pp | 519.81%-542.0pp |
| Employer contribution / active EE | $18,107 | $4,222+328.9% | $3,631+398.7% | $4,779+278.9% |
| Participant deferral / active EE | $7,378 | $4,683+57.6% | $4,082+80.7% | $5,609+31.5% |
| Admin fee / account holder | $42 | $6,675-99.4% | $5,479-99.2% | $10,828-99.6% |