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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 | $56,316 | $82,630-31.8% | $64,105-12.2% | $125,389-55.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -8.55% | 1489.72%-1498.3pp | 791.24%-799.8pp | 282.24%-290.8pp |
| Employer contribution / active EE | $9,458 | $2,671+254.1% | $1,820+419.7% | $4,866+94.4% |
| Participant deferral / active EE | $3,111 | $3,608-13.8% | $2,822+10.2% | $5,352-41.9% |
| Admin fee / account holder | $14 | $6,382-99.8% | $4,499-99.7% | $9,541-99.9% |