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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 | $1,724 | $76,522-97.7% | $56,033-96.9% | $145,884-98.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -50.07% | 3014.28%-3064.3pp | 1711.38%-1761.4pp | 551.85%-601.9pp |
| Employer contribution / active EE | $114 | $1,382-91.8% | $1,041-89.0% | $4,662-97.6% |
| Participant deferral / active EE | $553 | $2,624-78.9% | $1,954-71.7% | $6,690-91.7% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |