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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 | $50,815 | $124,175-59.1% | $108,405-53.1% | $167,553-69.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -23.20% | 1380.13%-1403.3pp | 905.55%-928.7pp | 478.89%-502.1pp |
| Employer contribution / active EE | $27,276 | $4,188+551.4% | $3,559+666.4% | $4,840+463.6% |
| Participant deferral / active EE | $19,513 | $6,908+182.5% | $6,563+197.3% | $6,343+207.7% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |