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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 | $30,850 | $90,607-66.0% | $79,467-61.2% | $135,380-77.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -24.28% | 977.74%-1002.0pp | 718.30%-742.6pp | 519.81%-544.1pp |
| Employer contribution / active EE | $9,578 | $3,068+212.2% | $2,800+242.0% | $4,779+100.4% |
| Participant deferral / active EE | $11,441 | $4,050+182.5% | $3,704+208.9% | $5,609+104.0% |
| Admin fee / account holder | $35 | $5,895-99.4% | $5,104-99.3% | $10,828-99.7% |