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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 | $11,987 | $84,685-85.8% | $73,836-83.8% | $125,389-90.4% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -10.77% | 3123.80%-3134.6pp | 2268.06%-2278.8pp | 282.24%-293.0pp |
| Employer contribution / active EE | $4,983 | $3,123+59.6% | $2,787+78.8% | $4,866+2.4% |
| Participant deferral / active EE | $2,915 | $3,993-27.0% | $3,583-18.6% | $5,352-45.5% |
| Admin fee / account holder | $68 | $5,694-98.8% | $4,882-98.6% | $9,541-99.3% |