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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 | $26,813 | $138,114-80.6% | $125,391-78.6% | $134,545-80.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.36% | 750.88%-772.2pp | 572.41%-593.8pp | 418.37%-439.7pp |
| Employer contribution / active EE | $8,341 | $5,246+59.0% | $4,816+73.2% | $4,742+75.9% |
| Participant deferral / active EE | $17,175 | $7,801+120.2% | $7,448+130.6% | $6,401+168.3% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |