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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 | $19,764 | $99,644-80.2% | $86,438-77.1% | $134,532-85.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -41.55% | 6787.26%-6828.8pp | 4397.19%-4438.7pp | 418.27%-459.8pp |
| Employer contribution / active EE | $2,246 | $4,402-49.0% | $3,769-40.4% | $4,741-52.6% |
| Participant deferral / active EE | $6,833 | $7,247-5.7% | $6,952-1.7% | $6,401+6.8% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |