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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 | $84,685-69.1% | $73,836-64.6% | $125,389-79.2% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -3.70% | 3123.80%-3127.5pp | 2268.06%-2271.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,431 | $3,123-54.2% | $2,787-48.7% | $4,866-70.6% |
| Participant deferral / active EE | $5,914 | $3,993+48.1% | $3,583+65.1% | $5,352+10.5% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |