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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 | $27,472 | $82,630-66.8% | $64,105-57.1% | $125,389-78.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -5.01% | 1489.72%-1494.7pp | 791.24%-796.3pp | 282.24%-287.3pp |
| Employer contribution / active EE | $14,849 | $2,671+455.9% | $1,820+715.9% | $4,866+205.2% |
| Participant deferral / active EE | $7,847 | $3,608+117.5% | $2,822+178.1% | $5,352+46.6% |
| Admin fee / account holder | $23 | $6,382-99.6% | $4,499-99.5% | $9,541-99.8% |