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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 | $54,783 | $190,862-71.3% | $159,991-65.8% | $134,509-59.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.85% | 552.59%-574.4pp | 408.82%-430.7pp | 418.13%-440.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,187 | $6,924-68.4% | $6,183-64.6% | $6,400-65.8% |
| Admin fee / account holder | $88 | $10,495-99.2% | $8,715-99.0% | $11,427-99.2% |