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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 | $32,376 | $109,872-70.5% | $98,483-67.1% | $167,536-80.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -73.91% | 1959.31%-2033.2pp | 1494.38%-1568.3pp | 478.82%-552.7pp |
| Employer contribution / active EE | $651 | $3,225-79.8% | $2,961-78.0% | $4,839-86.5% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5 | $6,757-99.9% | $5,953-99.9% | $12,315-100.0% |