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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 | $63,502 | $102,595-38.1% | $94,057-32.5% | $154,746-59.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | -3.01% | 583.42%-586.4pp | 480.62%-483.6pp | 172.34%-175.3pp |
| Employer contribution / active EE | $1,537 | $3,147-51.2% | $2,933-47.6% | $4,379-64.9% |
| Participant deferral / active EE | $3,110 | $5,118-39.2% | $4,709-34.0% | $6,730-53.8% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |