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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 | $68,289 | $82,630-17.4% | $64,105+6.5% | $125,389-45.5% |
| Participation rate | 70.0% | 75.9%-5.9pp | 68.2%+1.8pp | 83.2%-13.2pp |
| Annual return | -3.68% | 1489.72%-1493.4pp | 791.24%-794.9pp | 282.24%-285.9pp |
| Employer contribution / active EE | $833 | $2,671-68.8% | $1,820-54.2% | $4,866-82.9% |
| Participant deferral / active EE | $3,332 | $3,608-7.7% | $2,822+18.1% | $5,352-37.7% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |