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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 | $4,880 | $84,628-94.2% | $61,501-92.1% | $134,545-96.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -80.70% | 585.61%-666.3pp | 339.04%-419.7pp | 418.37%-499.1pp |
| Employer contribution / active EE | $2,165 | $1,545+40.1% | $1,160+86.7% | $4,742-54.3% |
| Participant deferral / active EE | $2,630 | $2,819-6.7% | $2,125+23.8% | $6,401-58.9% |
| Admin fee / account holder | $59 | $2,587-97.7% | $2,132-97.2% | $11,431-99.5% |