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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 | $87,705 | $100,895-13.1% | $90,430-3.0% | $158,950-44.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | -40.50% | 1725.54%-1766.0pp | 1293.73%-1334.2pp | 302.91%-343.4pp |
| Employer contribution / active EE | $6,258 | $3,689+69.7% | $3,262+91.9% | $4,762+31.4% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |