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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 | $49,612 | $156,970-68.4% | $121,210-59.1% | $139,487-64.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -6.12% | 1477.10%-1483.2pp | 987.41%-993.5pp | 373.84%-380.0pp |
| Employer contribution / active EE | $1,049 | $5,546-81.1% | $4,171-74.9% | $4,755-77.9% |
| Participant deferral / active EE | $3,289 | $4,849-32.2% | $4,084-19.5% | $6,713-51.0% |
| Admin fee / account holder | $299 | $6,947-95.7% | $5,647-94.7% | $11,407-97.4% |