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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 | $38,205 | $99,079-61.4% | $78,002-51.0% | $273,972-86.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -7.78% | 217.93%-225.7pp | 425.99%-433.8pp | 41.46%-49.2pp |
| Employer contribution / active EE | $1,293 | $3,308-60.9% | $2,470-47.7% | $4,869-73.4% |
| Participant deferral / active EE | $8,164 | $4,306+89.6% | $3,497+133.5% | $5,287+54.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |