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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 | $76,519-90.6% | $56,025-87.2% | $145,897-95.1% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | -84.62% | 3017.03%-3101.6pp | 1712.69%-1797.3pp | 552.29%-636.9pp |
| Employer contribution / active EE | $1,562 | $1,383+12.9% | $1,042+50.0% | $4,663-66.5% |
| Participant deferral / active EE | $4,703 | $2,624+79.2% | $1,955+140.6% | $6,689-29.7% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |