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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 | $17,279 | $99,668-82.7% | $86,451-80.0% | $134,545-87.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.42% | 6789.61%-6816.0pp | 4398.51%-4424.9pp | 418.37%-444.8pp |
| Employer contribution / active EE | $4,869 | $4,403+10.6% | $3,770+29.2% | $4,742+2.7% |
| Participant deferral / active EE | $8,784 | $7,249+21.2% | $6,953+26.3% | $6,401+37.2% |
| Admin fee / account holder | $223 | $8,377-97.3% | $6,734-96.7% | $11,431-98.1% |