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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 | $4,694 | $76,519-93.9% | $56,025-91.6% | $145,897-96.8% |
| Participation rate | 73.7% | 63.2%+10.5pp | 52.5%+21.2pp | 80.3%-6.6pp |
| Annual return | -0.03% | 3017.03%-3017.1pp | 1712.69%-1712.7pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,042 | $1,383+47.6% | $1,042+96.1% | $4,663-56.2% |
| Participant deferral / active EE | $581 | $2,624-77.9% | $1,955-70.3% | $6,689-91.3% |
| Admin fee / account holder | $104 | $3,331-96.9% | $2,828-96.3% | $13,390-99.2% |