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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 | $26,127 | $84,697-69.2% | $73,845-64.6% | $125,393-79.2% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -3.70% | 3123.66%-3127.4pp | 2267.91%-2271.6pp | 282.23%-285.9pp |
| Employer contribution / active EE | $1,431 | $3,123-54.2% | $2,788-48.7% | $4,866-70.6% |
| Participant deferral / active EE | $5,914 | $3,993+48.1% | $3,583+65.0% | $5,351+10.5% |
| Admin fee / account holder | $0 | $5,692-100.0% | $4,881-100.0% | $9,541-100.0% |