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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 | $60,981 | $103,008-40.8% | $90,304-32.5% | $152,897-60.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -1.57% | 95.22%-96.8pp | 78.13%-79.7pp | 345.43%-347.0pp |
| Employer contribution / active EE | $818 | $3,139-74.0% | $2,855-71.4% | $4,764-82.8% |
| Participant deferral / active EE | $3,055 | $4,281-28.6% | $3,885-21.4% | $5,851-47.8% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |