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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 | $52,968 | $99,644-46.8% | $86,438-38.7% | $134,532-60.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.54% | 6787.26%-6814.8pp | 4397.19%-4424.7pp | 418.27%-445.8pp |
| Employer contribution / active EE | $1,882 | $4,402-57.2% | $3,769-50.1% | $4,741-60.3% |
| Participant deferral / active EE | $9,603 | $7,247+32.5% | $6,952+38.1% | $6,401+50.0% |
| Admin fee / account holder | $145 | $8,375-98.3% | $6,733-97.9% | $11,429-98.7% |