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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 | $25,423 | $176,688-85.6% | $130,660-80.5% | $152,909-83.4% |
| Participation rate | 93.3% | 79.0%+14.4pp | 71.7%+21.6pp | 82.5%+10.9pp |
| Annual return | -1.05% | 2693.08%-2694.1pp | 1709.29%-1710.3pp | 345.46%-346.5pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,015 | $4,362-8.0% | $3,603+11.4% | $5,851-31.4% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |