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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 | $46,277 | $84,685-45.4% | $73,836-37.3% | $125,389-63.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.62% | 3123.80%-3127.4pp | 2268.06%-2271.7pp | 282.24%-285.9pp |
| Employer contribution / active EE | $10,893 | $3,123+248.8% | $2,787+290.8% | $4,866+123.9% |
| Participant deferral / active EE | $2,234 | $3,993-44.0% | $3,583-37.7% | $5,352-58.3% |
| Admin fee / account holder | $24 | $5,694-99.6% | $4,882-99.5% | $9,541-99.7% |