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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 | $52,127 | $100,911-48.3% | $90,440-42.4% | $158,966-67.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | -3.17% | 1726.62%-1729.8pp | 1294.38%-1297.5pp | 302.95%-306.1pp |
| Employer contribution / active EE | $1,229 | $3,690-66.7% | $3,263-62.3% | $4,762-74.2% |
| Participant deferral / active EE | $2,841 | $4,348-34.7% | $3,964-28.3% | $5,983-52.5% |
| Admin fee / account holder | $201 | $6,507-96.9% | $5,615-96.4% | $11,250-98.2% |