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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 | $68,122 | $97,761-30.3% | $83,850-18.8% | $135,382-49.7% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -11.36% | 1287.44%-1298.8pp | 850.92%-862.3pp | 519.77%-531.1pp |
| Employer contribution / active EE | $4,008 | $4,222-5.1% | $3,631+10.4% | $4,779-16.1% |
| Participant deferral / active EE | $7,349 | $4,682+57.0% | $4,082+80.0% | $5,609+31.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |