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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 | $31,992 | $90,607-64.7% | $79,467-59.7% | $135,380-76.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.44% | 977.74%-989.2pp | 718.30%-729.7pp | 519.81%-531.2pp |
| Employer contribution / active EE | $2,947 | $3,068-3.9% | $2,800+5.2% | $4,779-38.3% |
| Participant deferral / active EE | $5,549 | $4,050+37.0% | $3,704+49.8% | $5,609-1.1% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |