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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 | $17,011 | $99,668-82.9% | $86,451-80.3% | $134,545-87.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.27% | 6789.61%-6811.9pp | 4398.51%-4420.8pp | 418.37%-440.6pp |
| Employer contribution / active EE | $2,897 | $4,403-34.2% | $3,770-23.2% | $4,742-38.9% |
| Participant deferral / active EE | $8,916 | $7,249+23.0% | $6,953+28.2% | $6,401+39.3% |
| Admin fee / account holder | $86 | $8,377-99.0% | $6,734-98.7% | $11,431-99.2% |