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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 | $33,849 | $97,732-65.4% | $83,831-59.6% | $135,380-75.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.24% | 1287.56%-1297.8pp | 850.99%-861.2pp | 519.81%-530.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,566 | $4,683+40.2% | $4,082+60.9% | $5,609+17.1% |
| Admin fee / account holder | $129 | $6,675-98.1% | $5,479-97.7% | $10,828-98.8% |