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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 | $53,575 | $99,079-45.9% | $78,002-31.3% | $273,972-80.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -3.78% | 217.93%-221.7pp | 425.99%-429.8pp | 41.46%-45.2pp |
| Employer contribution / active EE | $2,151 | $3,308-35.0% | $2,470-12.9% | $4,869-55.8% |
| Participant deferral / active EE | $4,500 | $4,306+4.5% | $3,497+28.7% | $5,287-14.9% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |