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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 | $54,738 | $100,938-45.8% | $90,461-39.5% | $158,982-65.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -3.04% | 1727.20%-1730.2pp | 1294.76%-1297.8pp | 302.99%-306.0pp |
| Employer contribution / active EE | $11,470 | $3,691+210.7% | $3,264+251.4% | $4,763+140.8% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $39 | $6,510-99.4% | $5,617-99.3% | $11,252-99.7% |