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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 | $76,785-90.7% | $56,441-87.3% | $145,959-95.1% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | -84.62% | 3000.51%-3085.1pp | 1704.21%-1788.8pp | 561.95%-646.6pp |
| Employer contribution / active EE | $1,562 | $1,381+13.1% | $1,039+50.3% | $4,661-66.5% |
| Participant deferral / active EE | $4,703 | $2,624+79.2% | $1,953+140.8% | $6,689-29.7% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |