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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 | $20,814 | $99,644-79.1% | $86,438-75.9% | $134,532-84.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.15% | 6787.26%-6808.4pp | 4397.19%-4418.3pp | 418.27%-439.4pp |
| Employer contribution / active EE | $1,668 | $4,402-62.1% | $3,769-55.8% | $4,741-64.8% |
| Participant deferral / active EE | $3,639 | $7,247-49.8% | $6,952-47.7% | $6,401-43.2% |
| Admin fee / account holder | $30 | $8,375-99.6% | $6,733-99.6% | $11,429-99.7% |