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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 | $31,431 | $88,754-64.6% | $81,820-61.6% | $145,877-78.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -4.47% | 1031.77%-1036.2pp | 777.93%-782.4pp | 551.28%-555.8pp |
| Employer contribution / active EE | $9,575 | $3,085+210.3% | $2,915+228.5% | $4,663+105.3% |
| Participant deferral / active EE | $8,783 | $4,648+89.0% | $4,323+103.2% | $6,691+31.3% |
| Admin fee / account holder | $85 | $8,424-99.0% | $7,391-98.9% | $13,402-99.4% |