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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 | $26,149 | $96,361-72.9% | $80,607-67.6% | $139,456-81.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -4.90% | 1350.95%-1355.9pp | 936.11%-941.0pp | 373.45%-378.4pp |
| Employer contribution / active EE | $2,644 | $3,262-18.9% | $2,724-2.9% | $4,753-44.4% |
| Participant deferral / active EE | $6,614 | $5,232+26.4% | $4,448+48.7% | $6,711-1.5% |
| Admin fee / account holder | $25 | $6,601-99.6% | $5,379-99.5% | $11,407-99.8% |