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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 | $45,014 | $92,743-51.5% | $82,744-45.6% | $134,532-66.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.15% | 946.63%-968.8pp | 702.22%-724.4pp | 418.27%-440.4pp |
| Employer contribution / active EE | $5,671 | $3,273+73.3% | $3,008+88.5% | $4,741+19.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |