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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 | $20,565 | $99,644-79.4% | $86,438-76.2% | $134,532-84.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.57% | 6787.26%-6813.8pp | 4397.19%-4423.8pp | 418.27%-444.8pp |
| Employer contribution / active EE | $5,568 | $4,402+26.5% | $3,769+47.7% | $4,741+17.4% |
| Participant deferral / active EE | $8,904 | $7,247+22.9% | $6,952+28.1% | $6,401+39.1% |
| Admin fee / account holder | $21 | $8,375-99.7% | $6,733-99.7% | $11,429-99.8% |