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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 | $31,402 | $82,630-62.0% | $64,105-51.0% | $125,389-75.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.09% | 1489.72%-1493.8pp | 791.24%-795.3pp | 282.24%-286.3pp |
| Employer contribution / active EE | $3,063 | $2,671+14.7% | $1,820+68.3% | $4,866-37.0% |
| Participant deferral / active EE | $3,021 | $3,608-16.3% | $2,822+7.1% | $5,352-43.5% |
| Admin fee / account holder | $97 | $6,382-98.5% | $4,499-97.8% | $9,541-99.0% |