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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 | $7,613 | $96,678-92.1% | $86,640-91.2% | $139,466-94.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -86.37% | 106.69%-193.1pp | 592.52%-678.9pp | 373.66%-460.0pp |
| Employer contribution / active EE | $620 | $3,265-81.0% | $3,024-79.5% | $4,754-87.0% |
| Participant deferral / active EE | $1,186 | $4,837-75.5% | $4,438-73.3% | $6,712-82.3% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |