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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 | $10,014 | $109,872-90.9% | $98,483-89.8% | $167,536-94.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -4.42% | 1959.31%-1963.7pp | 1494.38%-1498.8pp | 478.82%-483.2pp |
| Employer contribution / active EE | $5,387 | $3,225+67.0% | $2,961+81.9% | $4,839+11.3% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $162 | $6,757-97.6% | $5,953-97.3% | $12,315-98.7% |