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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 | $1,416 | $76,519-98.1% | $56,025-97.5% | $145,897-99.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -5.83% | 3017.03%-3022.9pp | 1712.69%-1718.5pp | 552.29%-558.1pp |
| Employer contribution / active EE | $458 | $1,383-66.9% | $1,042-56.1% | $4,663-90.2% |
| Participant deferral / active EE | $458 | $2,624-82.6% | $1,955-76.6% | $6,689-93.2% |
| Admin fee / account holder | $181 | $3,331-94.6% | $2,828-93.6% | $13,390-98.7% |