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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 | $16,876 | $73,421-77.0% | $66,439-74.6% | $155,188-89.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | -66.36% | 1382.37%-1448.7pp | 757.66%-824.0pp | 148.84%-215.2pp |
| Employer contribution / active EE | $574 | $3,039-81.1% | $2,637-78.2% | $4,248-86.5% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |