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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 | $20,206 | $99,647-79.7% | $86,439-76.6% | $134,509-85.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.51% | 6784.13%-6810.6pp | 4395.55%-4422.1pp | 418.13%-444.6pp |
| Employer contribution / active EE | $3,310 | $4,401-24.8% | $3,769-12.2% | $4,741-30.2% |
| Participant deferral / active EE | $9,458 | $7,246+30.5% | $6,952+36.1% | $6,400+47.8% |
| Admin fee / account holder | $12 | $8,373-99.9% | $6,732-99.8% | $11,427-99.9% |