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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 | $38,306 | $99,647-61.6% | $86,439-55.7% | $134,509-71.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.70% | 6784.13%-6808.8pp | 4395.55%-4420.3pp | 418.13%-442.8pp |
| Employer contribution / active EE | $2,324 | $4,401-47.2% | $3,769-38.3% | $4,741-51.0% |
| Participant deferral / active EE | $6,788 | $7,246-6.3% | $6,952-2.4% | $6,400+6.1% |
| Admin fee / account holder | $20 | $8,373-99.8% | $6,732-99.7% | $11,427-99.8% |