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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 | $36,569 | $56,197-34.9% | $67,652-45.9% | $59,633-38.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -4.55% | 18508.10%-18512.7pp | 6625.40%-6629.9pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $1,059 | $1,615-34.4% | $2,266-53.2% | $2,203-51.9% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |