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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 | $12,631 | $104,106-87.9% | $71,086-82.2% | $135,382-90.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -13.67% | 1256.30%-1270.0pp | 650.59%-664.3pp | 519.77%-533.4pp |
| Employer contribution / active EE | $783 | $1,485-47.3% | $1,088-28.0% | $4,779-83.6% |
| Participant deferral / active EE | $962 | $2,527-61.9% | $1,874-48.7% | $5,609-82.9% |
| Admin fee / account holder | $27 | $4,142-99.4% | $3,082-99.1% | $10,829-99.8% |