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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 | $42,176 | $84,685-50.2% | $73,836-42.9% | $125,389-66.4% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | -4.25% | 3123.80%-3128.0pp | 2268.06%-2272.3pp | 282.24%-286.5pp |
| Employer contribution / active EE | $1,771 | $3,123-43.3% | $2,787-36.5% | $4,866-63.6% |
| Participant deferral / active EE | $5,537 | $3,993+38.7% | $3,583+54.5% | $5,352+3.5% |
| Admin fee / account holder | $2 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |