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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 | $1,847 | $84,628-97.8% | $61,501-97.0% | $134,545-98.6% |
| Participation rate | 87.5% | 62.2%+25.3pp | 52.6%+34.9pp | 81.2%+6.3pp |
| Annual return | -47.50% | 585.61%-633.1pp | 339.04%-386.5pp | 418.37%-465.9pp |
| Employer contribution / active EE | $479 | $1,545-69.0% | $1,160-58.7% | $4,742-89.9% |
| Participant deferral / active EE | $1,416 | $2,819-49.8% | $2,125-33.3% | $6,401-77.9% |
| Admin fee / account holder | $5 | $2,587-99.8% | $2,132-99.7% | $11,431-100.0% |