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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 | $46,298 | $84,741-45.4% | $75,731-38.9% | $167,553-72.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | -4.07% | 199.72%-203.8pp | 104.65%-108.7pp | 478.89%-483.0pp |
| Employer contribution / active EE | $5,289 | $3,230+63.7% | $2,743+92.8% | $4,840+9.3% |
| Participant deferral / active EE | $21,750 | $4,577+375.2% | $3,820+469.4% | $6,343+242.9% |
| Admin fee / account holder | $0 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |