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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 | $24,492 | $84,685-71.1% | $73,836-66.8% | $125,389-80.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -8.29% | 3123.80%-3132.1pp | 2268.06%-2276.3pp | 282.24%-290.5pp |
| Employer contribution / active EE | $6,976 | $3,123+123.3% | $2,787+150.3% | $4,866+43.4% |
| Participant deferral / active EE | $3,172 | $3,993-20.6% | $3,583-11.5% | $5,352-40.7% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |