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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 | $20,375 | $82,630-75.3% | $64,105-68.2% | $125,389-83.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.69% | 1489.72%-1493.4pp | 791.24%-794.9pp | 282.24%-285.9pp |
| Employer contribution / active EE | $7,394 | $2,671+176.8% | $1,820+306.3% | $4,866+51.9% |
| Participant deferral / active EE | $4,594 | $3,608+27.3% | $2,822+62.8% | $5,352-14.1% |
| Admin fee / account holder | $8 | $6,382-99.9% | $4,499-99.8% | $9,541-99.9% |