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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 | $25,970 | $99,644-73.9% | $86,438-70.0% | $134,532-80.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.27% | 6787.26%-6808.5pp | 4397.19%-4418.5pp | 418.27%-439.5pp |
| Employer contribution / active EE | $4,256 | $4,402-3.3% | $3,769+12.9% | $4,741-10.2% |
| Participant deferral / active EE | $6,676 | $7,247-7.9% | $6,952-4.0% | $6,401+4.3% |
| Admin fee / account holder | $166 | $8,375-98.0% | $6,733-97.5% | $11,429-98.5% |