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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 | $23,862 | $99,668-76.1% | $86,451-72.4% | $134,545-82.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -39.89% | 6789.61%-6829.5pp | 4398.51%-4438.4pp | 418.37%-458.3pp |
| Employer contribution / active EE | $789 | $4,403-82.1% | $3,770-79.1% | $4,742-83.4% |
| Participant deferral / active EE | $16,375 | $7,249+125.9% | $6,953+135.5% | $6,401+155.8% |
| Admin fee / account holder | $60 | $8,377-99.3% | $6,734-99.1% | $11,431-99.5% |