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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 | $26,040 | $90,606-71.3% | $79,466-67.2% | $135,379-80.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -15.91% | 977.69%-993.6pp | 718.28%-734.2pp | 519.79%-535.7pp |
| Employer contribution / active EE | $2,514 | $3,068-18.1% | $2,800-10.2% | $4,779-47.4% |
| Participant deferral / active EE | $12,835 | $4,050+216.9% | $3,704+246.5% | $5,609+128.8% |
| Admin fee / account holder | $265 | $5,895-95.5% | $5,104-94.8% | $10,828-97.6% |