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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 | $55,783 | $84,684-34.1% | $73,835-24.4% | $125,388-55.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -6.99% | 3123.93%-3130.9pp | 2268.13%-2275.1pp | 282.24%-289.2pp |
| Employer contribution / active EE | $840 | $3,123-73.1% | $2,788-69.9% | $4,866-82.7% |
| Participant deferral / active EE | $10,443 | $3,993+161.6% | $3,583+191.5% | $5,352+95.1% |
| Admin fee / account holder | $80 | $5,691-98.6% | $4,880-98.4% | $9,541-99.2% |