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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 | $56,030 | $102,635-45.4% | $86,209-35.0% | $139,456-59.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -41.36% | 1923.53%-1964.9pp | 1169.05%-1210.4pp | 373.45%-414.8pp |
| Employer contribution / active EE | $1,788 | $3,034-41.1% | $2,381-24.9% | $4,753-62.4% |
| Participant deferral / active EE | $6,774 | $4,677+44.8% | $3,986+69.9% | $6,711+0.9% |
| Admin fee / account holder | $43 | $8,661-99.5% | $6,853-99.4% | $11,407-99.6% |