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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 | $12,186 | $84,694-85.6% | $73,843-83.5% | $125,392-90.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.06% | 3123.66%-3127.7pp | 2267.91%-2272.0pp | 282.23%-286.3pp |
| Employer contribution / active EE | $11,021 | $3,123+252.9% | $2,787+295.4% | $4,866+126.5% |
| Participant deferral / active EE | $5,046 | $3,992+26.4% | $3,583+40.8% | $5,351-5.7% |
| Admin fee / account holder | $248 | $5,691-95.6% | $4,880-94.9% | $9,541-97.4% |