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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 | $14,193 | $99,644-85.8% | $86,438-83.6% | $134,532-89.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.32% | 6787.26%-6819.6pp | 4397.19%-4429.5pp | 418.27%-450.6pp |
| Employer contribution / active EE | $2,337 | $4,402-46.9% | $3,769-38.0% | $4,741-50.7% |
| Participant deferral / active EE | $9,416 | $7,247+29.9% | $6,952+35.4% | $6,401+47.1% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |