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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 | $80,815 | $99,644-18.9% | $86,438-6.5% | $134,532-39.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.53% | 6787.26%-6809.8pp | 4397.19%-4419.7pp | 418.27%-440.8pp |
| Employer contribution / active EE | $7,111 | $4,402+61.5% | $3,769+88.6% | $4,741+50.0% |
| Participant deferral / active EE | $10,405 | $7,247+43.6% | $6,952+49.7% | $6,401+62.5% |
| Admin fee / account holder | $124 | $8,375-98.5% | $6,733-98.2% | $11,429-98.9% |