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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 | $42,767 | $176,688-75.8% | $130,660-67.3% | $152,897-72.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | -16.59% | 2693.08%-2709.7pp | 1709.29%-1725.9pp | 345.43%-362.0pp |
| Employer contribution / active EE | $513 | $5,743-91.1% | $4,092-87.5% | $4,764-89.2% |
| Participant deferral / active EE | $1,071 | $4,362-75.4% | $3,603-70.3% | $5,851-81.7% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |