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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 | $17,000 | $84,685-79.9% | $73,836-77.0% | $125,389-86.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -5.04% | 3123.80%-3128.8pp | 2268.06%-2273.1pp | 282.24%-287.3pp |
| Employer contribution / active EE | $630 | $3,123-79.8% | $2,787-77.4% | $4,866-87.1% |
| Participant deferral / active EE | $2,519 | $3,993-36.9% | $3,583-29.7% | $5,352-52.9% |
| Admin fee / account holder | $85 | $5,694-98.5% | $4,882-98.3% | $9,541-99.1% |