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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 | $19,471 | $76,608-74.6% | $56,077-65.3% | $145,877-86.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -40.39% | 3009.59%-3050.0pp | 1709.28%-1749.7pp | 551.28%-591.7pp |
| Employer contribution / active EE | $231 | $1,382-83.3% | $1,040-77.8% | $4,663-95.0% |
| Participant deferral / active EE | $231 | $2,624-91.2% | $1,954-88.2% | $6,691-96.5% |
| Admin fee / account holder | $228 | $3,325-93.1% | $2,825-91.9% | $13,402-98.3% |