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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 | $26,295 | $169,336-84.5% | $129,384-79.7% | $145,884-82.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -50.21% | 14408.70%-14458.9pp | 9461.77%-9512.0pp | 551.85%-602.1pp |
| Employer contribution / active EE | $9,828 | $5,540+77.4% | $4,153+136.6% | $4,662+110.8% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |