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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 | $10,133 | $90,606-88.8% | $79,466-87.2% | $135,379-92.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.43% | 977.69%-988.1pp | 718.28%-728.7pp | 519.79%-530.2pp |
| Employer contribution / active EE | $1,034 | $3,068-66.3% | $2,800-63.1% | $4,779-78.4% |
| Participant deferral / active EE | $2,197 | $4,050-45.8% | $3,704-40.7% | $5,609-60.8% |
| Admin fee / account holder | $64 | $5,895-98.9% | $5,104-98.8% | $10,828-99.4% |