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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 | $88,585 | $104,106-14.9% | $71,086+24.6% | $135,379-34.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -21.49% | 1256.30%-1277.8pp | 650.59%-672.1pp | 519.79%-541.3pp |
| Employer contribution / active EE | $240 | $1,485-83.9% | $1,088-78.0% | $4,779-95.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |