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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 | $14,819 | $190,879-92.2% | $160,009-90.7% | $134,532-89.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -73.67% | 552.63%-626.3pp | 408.85%-482.5pp | 418.27%-491.9pp |
| Employer contribution / active EE | $4,263 | $4,995-14.7% | $4,225+0.9% | $4,741-10.1% |
| Participant deferral / active EE | $17,018 | $6,924+145.8% | $6,183+175.2% | $6,401+165.9% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |