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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 | $33,996 | $82,630-58.9% | $64,105-47.0% | $125,389-72.9% |
| Participation rate | 76.2% | 75.9%+0.3pp | 68.2%+8.0pp | 83.2%-7.0pp |
| Annual return | -4.09% | 1489.72%-1493.8pp | 791.24%-795.3pp | 282.24%-286.3pp |
| Employer contribution / active EE | $4,659 | $2,671+74.4% | $1,820+156.0% | $4,866-4.3% |
| Participant deferral / active EE | $2,209 | $3,608-38.8% | $2,822-21.7% | $5,352-58.7% |
| Admin fee / account holder | $224 | $6,382-96.5% | $4,499-95.0% | $9,541-97.7% |