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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 | $26,832 | $104,953-74.4% | $84,637-68.3% | $152,909-82.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | -3.37% | 373.94%-377.3pp | 258.82%-262.2pp | 345.46%-348.8pp |
| Employer contribution / active EE | $2,834 | $3,304-14.2% | $2,653+6.8% | $4,764-40.5% |
| Participant deferral / active EE | $9,181 | $4,691+95.7% | $3,900+135.4% | $5,851+56.9% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |