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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 | $7,178 | $76,608-90.6% | $56,077-87.2% | $145,877-95.1% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | -84.62% | 3009.59%-3094.2pp | 1709.28%-1793.9pp | 551.28%-635.9pp |
| Employer contribution / active EE | $1,562 | $1,382+13.1% | $1,040+50.1% | $4,663-66.5% |
| Participant deferral / active EE | $4,703 | $2,624+79.2% | $1,954+140.7% | $6,691-29.7% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |