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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 | $86,582 | $102,696-15.7% | $86,235+0.4% | $139,487-37.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -12.88% | 1925.91%-1938.8pp | 1170.03%-1182.9pp | 373.84%-386.7pp |
| Employer contribution / active EE | $11,250 | $3,034+270.8% | $2,381+372.5% | $4,755+136.6% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $266 | $8,667-96.9% | $6,856-96.1% | $11,407-97.7% |