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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 | $18,008 | $92,743-80.6% | $82,744-78.2% | $134,532-86.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.66% | 946.63%-974.3pp | 702.22%-729.9pp | 418.27%-445.9pp |
| Employer contribution / active EE | $2,968 | $3,273-9.3% | $3,008-1.3% | $4,741-37.4% |
| Participant deferral / active EE | $8,489 | $4,802+76.8% | $4,395+93.2% | $6,401+32.6% |
| Admin fee / account holder | $16 | $5,977-99.7% | $5,325-99.7% | $11,429-99.9% |