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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 | $30,483 | $84,685-64.0% | $73,836-58.7% | $125,389-75.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -5.40% | 3123.80%-3129.2pp | 2268.06%-2273.5pp | 282.24%-287.6pp |
| Employer contribution / active EE | $1,709 | $3,123-45.3% | $2,787-38.7% | $4,866-64.9% |
| Participant deferral / active EE | $4,406 | $3,993+10.4% | $3,583+23.0% | $5,352-17.7% |
| Admin fee / account holder | $258 | $5,694-95.5% | $4,882-94.7% | $9,541-97.3% |