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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 | $28,103 | $72,403-61.2% | $67,524-58.4% | $145,978-80.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -0.03% | 7197.23%-7197.3pp | 3519.41%-3519.4pp | 550.52%-550.5pp |
| Employer contribution / active EE | $573 | $3,072-81.3% | $2,734-79.0% | $4,662-87.7% |
| Participant deferral / active EE | $869 | $4,782-81.8% | $4,001-78.3% | $6,690-87.0% |
| Admin fee / account holder | $9 | $5,541-99.8% | $4,001-99.8% | $13,400-99.9% |