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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 | $3,359 | $76,519-95.6% | $56,025-94.0% | $145,897-97.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -7.00% | 3017.03%-3024.0pp | 1712.69%-1719.7pp | 552.29%-559.3pp |
| Employer contribution / active EE | $1,441 | $1,383+4.2% | $1,042+38.4% | $4,663-69.1% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5 | $3,331-99.8% | $2,828-99.8% | $13,390-100.0% |