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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 | $11,434 | $90,607-87.4% | $79,467-85.6% | $135,380-91.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.32% | 977.74%-988.1pp | 718.30%-728.6pp | 519.81%-530.1pp |
| Employer contribution / active EE | $1,874 | $3,068-38.9% | $2,800-33.1% | $4,779-60.8% |
| Participant deferral / active EE | $3,212 | $4,050-20.7% | $3,704-13.3% | $5,609-42.7% |
| Admin fee / account holder | $48 | $5,895-99.2% | $5,104-99.1% | $10,828-99.6% |