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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 | $32,223 | $100,938-68.1% | $90,461-64.4% | $158,982-79.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -16.67% | 1727.20%-1743.9pp | 1294.76%-1311.4pp | 302.99%-319.7pp |
| Employer contribution / active EE | $905 | $3,691-75.5% | $3,264-72.3% | $4,763-81.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |