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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 | $33,837 | $123,854-72.7% | $69,623-51.4% | $145,884-76.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 0.74% | 192.35%-191.6pp | 101.23%-100.5pp | 551.85%-551.1pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,890-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,822-100.0% | $4,696-100.0% | $13,392-100.0% |