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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 | $100,868-45.7% | $90,414-39.5% | $158,931-65.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -3.04% | 1724.58%-1727.6pp | 1293.19%-1296.2pp | 302.86%-305.9pp |
| Employer contribution / active EE | $11,470 | $3,689+210.9% | $3,262+251.6% | $4,761+140.9% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $39 | $6,502-99.4% | $5,611-99.3% | $11,247-99.7% |