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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 | $33,702 | $138,114-75.6% | $125,391-73.1% | $134,545-75.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -67.45% | 750.88%-818.3pp | 572.41%-639.9pp | 418.37%-485.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,156 | $7,801-21.1% | $7,448-17.3% | $6,401-3.8% |
| Admin fee / account holder | $53 | $11,570-99.5% | $10,009-99.5% | $11,431-99.5% |