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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 | $26,396 | $99,011-73.3% | $86,582-69.5% | $147,586-82.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -1.35% | 1312.75%-1314.1pp | 965.08%-966.4pp | 578.59%-579.9pp |
| Employer contribution / active EE | $4,684 | $3,132+49.5% | $2,839+65.0% | $4,876-3.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |