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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 | $33,336 | $57,305-41.8% | $86,640-61.5% | $75,173-55.7% |
| Participation rate | 95.5% | 63.2%+32.2pp | 71.7%+23.7pp | 67.2%+28.3pp |
| Annual return | -2.80% | 2674.24%-2677.0pp | 592.52%-595.3pp | 160.72%-163.5pp |
| Employer contribution / active EE | $6,818 | $2,316+194.4% | $3,024+125.4% | $2,671+155.3% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $146 | $4,116-96.5% | $5,616-97.4% | $5,651-97.4% |