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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 | $19,659 | $95,979-79.5% | $74,551-73.6% | $135,380-85.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -103.23% | 56.97%-160.2pp | 32.53%-135.8pp | 519.81%-623.0pp |
| Employer contribution / active EE | $6,208 | $2,716+128.5% | $1,961+216.6% | $4,779+29.9% |
| Participant deferral / active EE | $13,492 | $3,844+251.0% | $3,108+334.1% | $5,609+140.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |