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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 | $100,868-42.4% | $90,414-35.8% | $158,931-63.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -3.55% | 1724.58%-1728.1pp | 1293.19%-1296.7pp | 302.86%-306.4pp |
| Employer contribution / active EE | $1,921 | $3,689-47.9% | $3,262-41.1% | $4,761-59.7% |
| Participant deferral / active EE | $7,366 | $4,348+69.4% | $3,963+85.9% | $5,982+23.1% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,611-100.0% | $11,247-100.0% |