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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 | $48,730 | $88,778-45.1% | $81,844-40.5% | $145,884-66.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -9.79% | 1033.03%-1042.8pp | 778.87%-788.7pp | 551.85%-561.6pp |
| Employer contribution / active EE | $702 | $3,087-77.3% | $2,916-75.9% | $4,662-84.9% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |