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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 | $12,685 | $99,017-87.2% | $86,587-85.3% | $147,585-91.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -1.56% | 1312.37%-1313.9pp | 964.86%-966.4pp | 578.56%-580.1pp |
| Employer contribution / active EE | $785 | $3,132-74.9% | $2,839-72.3% | $4,876-83.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |