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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 | $21,769 | $90,607-76.0% | $79,467-72.6% | $135,380-83.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -23.62% | 977.74%-1001.4pp | 718.30%-741.9pp | 519.81%-543.4pp |
| Employer contribution / active EE | $5,556 | $3,068+81.1% | $2,800+98.4% | $4,779+16.3% |
| Participant deferral / active EE | $10,970 | $4,050+170.8% | $3,704+196.2% | $5,609+95.6% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |