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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 | $12,564 | $90,606-86.1% | $79,466-84.2% | $135,379-90.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.51% | 977.69%-990.2pp | 718.28%-730.8pp | 519.79%-532.3pp |
| Employer contribution / active EE | $2,106 | $3,068-31.3% | $2,800-24.8% | $4,779-55.9% |
| Participant deferral / active EE | $1,291 | $4,050-68.1% | $3,704-65.1% | $5,609-77.0% |
| Admin fee / account holder | $150 | $5,895-97.5% | $5,104-97.1% | $10,828-98.6% |