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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 | $24,736 | $99,668-75.2% | $86,451-71.4% | $134,545-81.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.18% | 6789.61%-6810.8pp | 4398.51%-4419.7pp | 418.37%-439.5pp |
| Employer contribution / active EE | $2,371 | $4,403-46.1% | $3,770-37.1% | $4,742-50.0% |
| Participant deferral / active EE | $9,132 | $7,249+26.0% | $6,953+31.3% | $6,401+42.7% |
| Admin fee / account holder | $33 | $8,377-99.6% | $6,734-99.5% | $11,431-99.7% |