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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 | $30,102 | $90,607-66.8% | $79,467-62.1% | $135,380-77.8% |
| Participation rate | 94.1% | 76.0%+18.1pp | 73.3%+20.8pp | 82.6%+11.5pp |
| Annual return | -9.80% | 977.74%-987.5pp | 718.30%-728.1pp | 519.81%-529.6pp |
| Employer contribution / active EE | $7,536 | $3,068+145.7% | $2,800+169.1% | $4,779+57.7% |
| Participant deferral / active EE | $7,134 | $4,050+76.1% | $3,704+92.6% | $5,609+27.2% |
| Admin fee / account holder | $1 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |