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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 | $78,298 | $90,607-13.6% | $79,467-1.5% | $135,380-42.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -30.07% | 977.74%-1007.8pp | 718.30%-748.4pp | 519.81%-549.9pp |
| Employer contribution / active EE | $36,000 | $3,068+1073.5% | $2,800+1185.6% | $4,779+653.3% |
| Participant deferral / active EE | $26,000 | $4,050+541.9% | $3,704+602.0% | $5,609+363.5% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |