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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 | $3,415 | $88,778-96.2% | $81,844-95.8% | $145,884-97.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -11.06% | 1033.03%-1044.1pp | 778.87%-789.9pp | 551.85%-562.9pp |
| Employer contribution / active EE | $1,536 | $3,087-50.2% | $2,916-47.3% | $4,662-67.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |