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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 | $34,633 | $82,630-58.1% | $64,105-46.0% | $125,389-72.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -6.52% | 1489.72%-1496.2pp | 791.24%-797.8pp | 282.24%-288.8pp |
| Employer contribution / active EE | $1,843 | $2,671-31.0% | $1,820+1.3% | $4,866-62.1% |
| Participant deferral / active EE | $6,360 | $3,608+76.3% | $2,822+125.4% | $5,352+18.8% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |