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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 | $17,549 | $99,668-82.4% | $86,451-79.7% | $134,545-87.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.15% | 6789.61%-6812.8pp | 4398.51%-4421.7pp | 418.37%-441.5pp |
| Employer contribution / active EE | $1,067 | $4,403-75.8% | $3,770-71.7% | $4,742-77.5% |
| Participant deferral / active EE | $9,384 | $7,249+29.5% | $6,953+35.0% | $6,401+46.6% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |