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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 | $25,864 | $99,644-74.0% | $86,438-70.1% | $134,532-80.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.85% | 6787.26%-6809.1pp | 4397.19%-4419.0pp | 418.27%-440.1pp |
| Employer contribution / active EE | $2,289 | $4,402-48.0% | $3,769-39.3% | $4,741-51.7% |
| Participant deferral / active EE | $5,664 | $7,247-21.9% | $6,952-18.5% | $6,401-11.5% |
| Admin fee / account holder | $58 | $8,375-99.3% | $6,733-99.1% | $11,429-99.5% |