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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 | $27,586 | $85,766-67.8% | $136,298-79.8% | $70,126-60.7% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | -59.63% | 31.46%-91.1pp | 5156.27%-5215.9pp | 73.15%-132.8pp |
| Employer contribution / active EE | $17,520 | $2,966+490.7% | $4,696+273.1% | $2,343+647.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $190 | $5,421-96.5% | $9,244-97.9% | $4,645-95.9% |