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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 | $48,084 | $92,743-48.2% | $82,744-41.9% | $134,532-64.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.05% | 946.63%-973.7pp | 702.22%-729.3pp | 418.27%-445.3pp |
| Employer contribution / active EE | $38,116 | $3,273+1064.7% | $3,008+1167.1% | $4,741+704.0% |
| Participant deferral / active EE | $18,750 | $4,802+290.5% | $4,395+326.7% | $6,401+192.9% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |