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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 | $5,608 | $76,519-92.7% | $56,025-90.0% | $145,897-96.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -97.51% | 3017.03%-3114.5pp | 1712.69%-1810.2pp | 552.29%-649.8pp |
| Employer contribution / active EE | $2,736 | $1,383+97.8% | $1,042+162.7% | $4,663-41.3% |
| Participant deferral / active EE | $2,800 | $2,624+6.7% | $1,955+43.3% | $6,689-58.1% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |