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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 | $50,129 | $76,522-34.5% | $56,033-10.5% | $145,884-65.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -14.16% | 3014.28%-3028.4pp | 1711.38%-1725.5pp | 551.85%-566.0pp |
| Employer contribution / active EE | $282 | $1,382-79.6% | $1,041-72.9% | $4,662-94.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |