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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 | $72,461 | $82,630-12.3% | $64,105+13.0% | $125,393-42.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -5.83% | 1489.72%-1495.6pp | 791.24%-797.1pp | 282.23%-288.1pp |
| Employer contribution / active EE | $6,250 | $2,671+134.0% | $1,820+243.4% | $4,866+28.4% |
| Participant deferral / active EE | $3,123 | $3,608-13.5% | $2,822+10.7% | $5,351-41.6% |
| Admin fee / account holder | $38 | $6,382-99.4% | $4,499-99.2% | $9,541-99.6% |