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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 | $24,653 | $84,685-70.9% | $73,836-66.6% | $125,389-80.3% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -9.45% | 3123.80%-3133.2pp | 2268.06%-2277.5pp | 282.24%-291.7pp |
| Employer contribution / active EE | $3,291 | $3,123+5.4% | $2,787+18.1% | $4,866-32.4% |
| Participant deferral / active EE | $5,110 | $3,993+28.0% | $3,583+42.6% | $5,352-4.5% |
| Admin fee / account holder | $1 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |