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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 | $20,293 | $99,644-79.6% | $86,438-76.5% | $134,532-84.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.07% | 6787.26%-6817.3pp | 4397.19%-4427.3pp | 418.27%-448.3pp |
| Employer contribution / active EE | $6,337 | $4,402+44.0% | $3,769+68.1% | $4,741+33.7% |
| Participant deferral / active EE | $14,300 | $7,247+97.3% | $6,952+105.7% | $6,401+123.4% |
| Admin fee / account holder | $106 | $8,375-98.7% | $6,733-98.4% | $11,429-99.1% |