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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 | $27,329 | $135,645-79.9% | $110,243-75.2% | $135,379-79.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.25% | 513.24%-523.5pp | 314.76%-325.0pp | 519.79%-530.0pp |
| Employer contribution / active EE | $2,830 | $4,907-42.3% | $3,827-26.1% | $4,779-40.8% |
| Participant deferral / active EE | $2,706 | $5,507-50.9% | $4,672-42.1% | $5,609-51.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |