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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 | $14,425 | $99,647-85.5% | $86,439-83.3% | $134,509-89.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.38% | 6784.13%-6809.5pp | 4395.55%-4420.9pp | 418.13%-443.5pp |
| Employer contribution / active EE | $4,040 | $4,401-8.2% | $3,769+7.2% | $4,741-14.8% |
| Participant deferral / active EE | $6,933 | $7,246-4.3% | $6,952-0.3% | $6,400+8.3% |
| Admin fee / account holder | $12 | $8,373-99.9% | $6,732-99.8% | $11,427-99.9% |