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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 | $14,136 | $99,644-85.8% | $86,438-83.6% | $134,532-89.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.59% | 6787.26%-6808.8pp | 4397.19%-4418.8pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,904 | $4,402-56.7% | $3,769-49.5% | $4,741-59.8% |
| Participant deferral / active EE | $3,469 | $7,247-52.1% | $6,952-50.1% | $6,401-45.8% |
| Admin fee / account holder | $163 | $8,375-98.1% | $6,733-97.6% | $11,429-98.6% |