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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 | $21,775 | $100,938-78.4% | $90,461-75.9% | $158,982-86.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -0.22% | 1727.20%-1727.4pp | 1294.76%-1295.0pp | 302.99%-303.2pp |
| Employer contribution / active EE | $1,377 | $3,691-62.7% | $3,264-57.8% | $4,763-71.1% |
| Participant deferral / active EE | $1,647 | $4,350-62.1% | $3,964-58.5% | $5,983-72.5% |
| Admin fee / account holder | $6 | $6,510-99.9% | $5,617-99.9% | $11,252-99.9% |