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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 | $54,729 | $101,283-46.0% | $75,826-27.8% | $135,379-59.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -11.90% | 3384.62%-3396.5pp | 1914.15%-1926.1pp | 519.79%-531.7pp |
| Employer contribution / active EE | $19,533 | $2,382+720.0% | $1,913+920.9% | $4,779+308.7% |
| Participant deferral / active EE | $12,692 | $3,469+265.9% | $2,862+343.4% | $5,609+126.3% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,828-100.0% |