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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 | $19,197 | $99,668-80.7% | $86,451-77.8% | $134,545-85.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.86% | 6789.61%-6813.5pp | 4398.51%-4422.4pp | 418.37%-442.2pp |
| Employer contribution / active EE | $7,200 | $4,403+63.5% | $3,770+91.0% | $4,742+51.8% |
| Participant deferral / active EE | $7,500 | $7,249+3.5% | $6,953+7.9% | $6,401+17.2% |
| Admin fee / account holder | $98 | $8,377-98.8% | $6,734-98.5% | $11,431-99.1% |