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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 | $58,073 | $100,938-42.5% | $90,461-35.8% | $158,982-63.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -3.55% | 1727.20%-1730.8pp | 1294.76%-1298.3pp | 302.99%-306.5pp |
| Employer contribution / active EE | $1,921 | $3,691-48.0% | $3,264-41.2% | $4,763-59.7% |
| Participant deferral / active EE | $7,366 | $4,350+69.4% | $3,964+85.8% | $5,983+23.1% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |