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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 | $18,353 | $90,606-79.7% | $79,466-76.9% | $135,379-86.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -44.78% | 977.69%-1022.5pp | 718.28%-763.1pp | 519.79%-564.6pp |
| Employer contribution / active EE | $1,636 | $3,068-46.7% | $2,800-41.6% | $4,779-65.8% |
| Participant deferral / active EE | $10,347 | $4,050+155.5% | $3,704+179.4% | $5,609+84.5% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |