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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 | $56,854 | $84,551-32.8% | $61,452-7.5% | $134,532-57.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -22.61% | 585.39%-608.0pp | 338.96%-361.6pp | 418.27%-440.9pp |
| Employer contribution / active EE | $2,617 | $1,545+69.4% | $1,160+125.6% | $4,741-44.8% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20 | $2,587-99.2% | $2,131-99.1% | $11,429-99.8% |