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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 | $64,281 | $82,630-22.2% | $64,105+0.3% | $125,389-48.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -18.25% | 1489.72%-1508.0pp | 791.24%-809.5pp | 282.24%-300.5pp |
| Employer contribution / active EE | $1,123 | $2,671-58.0% | $1,820-38.3% | $4,866-76.9% |
| Participant deferral / active EE | $4,588 | $3,608+27.1% | $2,822+62.6% | $5,352-14.3% |
| Admin fee / account holder | $179 | $6,382-97.2% | $4,499-96.0% | $9,541-98.1% |