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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 | $30,147 | $70,366-57.2% | $66,674-54.8% | $138,895-78.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | -97.92% | 386.41%-484.3pp | 321.24%-419.2pp | 145.39%-243.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,050 | $4,374+15.5% | $4,084+23.7% | $6,396-21.0% |
| Admin fee / account holder | $88 | $5,262-98.3% | $5,098-98.3% | $12,562-99.3% |