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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 | $76,634-98.2% | $56,054-97.5% | $145,978-99.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -5.83% | 3004.33%-3010.2pp | 1705.95%-1711.8pp | 550.52%-556.3pp |
| Employer contribution / active EE | $458 | $1,380-66.8% | $1,039-55.9% | $4,662-90.2% |
| Participant deferral / active EE | $458 | $2,622-82.5% | $1,952-76.6% | $6,690-93.2% |
| Admin fee / account holder | $181 | $3,321-94.6% | $2,822-93.6% | $13,400-98.7% |