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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 | $63,990 | $88,778-27.9% | $81,844-21.8% | $145,884-56.1% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | -27.45% | 1033.03%-1060.5pp | 778.87%-806.3pp | 551.85%-579.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5 | $8,430-99.9% | $7,355-99.9% | $13,392-100.0% |