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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 | $20,963 | $99,647-79.0% | $86,439-75.7% | $134,509-84.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.83% | 6784.13%-6809.0pp | 4395.55%-4420.4pp | 418.13%-443.0pp |
| Employer contribution / active EE | $2,445 | $4,401-44.4% | $3,769-35.1% | $4,741-48.4% |
| Participant deferral / active EE | $7,451 | $7,246+2.8% | $6,952+7.2% | $6,400+16.4% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |