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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 | $15,823 | $92,766-82.9% | $82,763-80.9% | $134,545-88.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.01% | 946.97%-969.0pp | 702.45%-724.5pp | 418.37%-440.4pp |
| Employer contribution / active EE | $2,265 | $3,273-30.8% | $3,008-24.7% | $4,742-52.2% |
| Participant deferral / active EE | $6,270 | $4,802+30.6% | $4,395+42.7% | $6,401-2.1% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |