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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 | $11,120 | $90,606-87.7% | $79,466-86.0% | $135,379-91.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -31.89% | 977.69%-1009.6pp | 718.28%-750.2pp | 519.79%-551.7pp |
| Employer contribution / active EE | $1,069 | $3,068-65.2% | $2,800-61.8% | $4,779-77.6% |
| Participant deferral / active EE | $2,233 | $4,050-44.9% | $3,704-39.7% | $5,609-60.2% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |