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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 | $12,368 | $90,320-86.3% | $59,496-79.2% | $125,389-90.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -17.20% | 369.13%-386.3pp | 182.05%-199.2pp | 282.24%-299.4pp |
| Employer contribution / active EE | $4,540 | $1,792+153.4% | $1,153+293.7% | $4,866-6.7% |
| Participant deferral / active EE | $5,551 | $2,716+104.4% | $1,829+203.5% | $5,352+3.7% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |