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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 | $54,274 | $73,546-26.2% | $63,018-13.9% | $147,586-63.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | -4.72% | 175.56%-180.3pp | 87.62%-92.3pp | 578.59%-583.3pp |
| Employer contribution / active EE | $2,530 | $3,324-23.9% | $2,761-8.4% | $4,876-48.1% |
| Participant deferral / active EE | $6,000 | $4,185+43.4% | $3,330+80.2% | $5,439+10.3% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |