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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 | $83,282 | $156,963-46.9% | $121,204-31.3% | $139,466-40.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -2.05% | 1476.75%-1478.8pp | 987.18%-989.2pp | 373.66%-375.7pp |
| Employer contribution / active EE | $1,500 | $5,544-72.9% | $4,170-64.0% | $4,754-68.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |