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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 | $16,749 | $114,073-85.3% | $96,161-82.6% | $167,518-90.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | -51.46% | 189.95%-241.4pp | 192.01%-243.5pp | 478.71%-530.2pp |
| Employer contribution / active EE | $1,733 | $3,428-49.5% | $2,798-38.1% | $4,838-64.2% |
| Participant deferral / active EE | $1,733 | $5,195-66.6% | $4,349-60.2% | $6,342-72.7% |
| Admin fee / account holder | $20 | $6,899-99.7% | $5,538-99.6% | $12,312-99.8% |