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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 | $9,983 | $92,766-89.2% | $82,763-87.9% | $134,545-92.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -34.97% | 946.97%-981.9pp | 702.45%-737.4pp | 418.37%-453.3pp |
| Employer contribution / active EE | $1,966 | $3,273-39.9% | $3,008-34.6% | $4,742-58.5% |
| Participant deferral / active EE | $6,916 | $4,802+44.0% | $4,395+57.4% | $6,401+8.0% |
| Admin fee / account holder | $9 | $5,978-99.9% | $5,325-99.8% | $11,431-99.9% |