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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 | $47,895 | $97,732-51.0% | $83,831-42.9% | $135,380-64.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.56% | 1287.56%-1300.1pp | 850.99%-863.5pp | 519.81%-532.4pp |
| Employer contribution / active EE | $16,118 | $4,222+281.8% | $3,631+343.9% | $4,779+237.3% |
| Participant deferral / active EE | $9,672 | $4,683+106.5% | $4,082+136.9% | $5,609+72.4% |
| Admin fee / account holder | $208 | $6,675-96.9% | $5,479-96.2% | $10,828-98.1% |