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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 | $77,459 | $100,911-23.2% | $90,440-14.4% | $158,966-51.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -19.63% | 1726.62%-1746.2pp | 1294.38%-1314.0pp | 302.95%-322.6pp |
| Employer contribution / active EE | $11,811 | $3,690+220.1% | $3,263+262.0% | $4,762+148.0% |
| Participant deferral / active EE | $12,369 | $4,348+184.5% | $3,964+212.1% | $5,983+106.7% |
| Admin fee / account holder | $288 | $6,507-95.6% | $5,615-94.9% | $11,250-97.4% |