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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 | $19,588 | $82,630-76.3% | $64,105-69.4% | $125,389-84.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -6.80% | 1489.72%-1496.5pp | 791.24%-798.0pp | 282.24%-289.0pp |
| Employer contribution / active EE | $4,000 | $2,671+49.7% | $1,820+119.8% | $4,866-17.8% |
| Participant deferral / active EE | $7,200 | $3,608+99.5% | $2,822+155.2% | $5,352+34.5% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |