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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 | $76,634-97.8% | $56,054-96.9% | $145,978-98.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -50.07% | 3004.33%-3054.4pp | 1705.95%-1756.0pp | 550.52%-600.6pp |
| Employer contribution / active EE | $114 | $1,380-91.7% | $1,039-89.0% | $4,662-97.6% |
| Participant deferral / active EE | $553 | $2,622-78.9% | $1,952-71.7% | $6,690-91.7% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |