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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 | $24,299 | $58,391-58.4% | $76,657-68.3% | $72,975-66.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | -12.62% | 2306.65%-2319.3pp | 1166.74%-1179.4pp | 81.01%-93.6pp |
| Employer contribution / active EE | $771 | $1,787-56.9% | $2,303-66.5% | $2,440-68.4% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,335-100.0% | $3,608-100.0% |
| Admin fee / account holder | $242 | $4,014-94.0% | $6,423-96.2% | $5,124-95.3% |