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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 | $8,659 | $92,743-90.7% | $82,744-89.5% | $134,532-93.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -28.71% | 946.63%-975.3pp | 702.22%-730.9pp | 418.27%-447.0pp |
| Employer contribution / active EE | $1,318 | $3,273-59.7% | $3,008-56.2% | $4,741-72.2% |
| Participant deferral / active EE | $6,744 | $4,802+40.5% | $4,395+53.5% | $6,401+5.4% |
| Admin fee / account holder | $8 | $5,977-99.9% | $5,325-99.8% | $11,429-99.9% |