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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 | $230,832 | $76,519+201.7% | $56,025+312.0% | $145,897+58.2% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | -10.09% | 3017.03%-3027.1pp | 1712.69%-1722.8pp | 552.29%-562.4pp |
| Employer contribution / active EE | $625 | $1,383-54.8% | $1,042-40.0% | $4,663-86.6% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |