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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 | $21,201 | $84,685-75.0% | $73,836-71.3% | $125,389-83.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -6.96% | 3123.80%-3130.8pp | 2268.06%-2275.0pp | 282.24%-289.2pp |
| Employer contribution / active EE | $3,264 | $3,123+4.5% | $2,787+17.1% | $4,866-32.9% |
| Participant deferral / active EE | $7,105 | $3,993+78.0% | $3,583+98.3% | $5,352+32.8% |
| Admin fee / account holder | $109 | $5,694-98.1% | $4,882-97.8% | $9,541-98.9% |