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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 | $35,881 | $138,102-74.0% | $125,381-71.4% | $134,532-73.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -71.57% | 750.73%-822.3pp | 572.31%-643.9pp | 418.27%-489.8pp |
| Employer contribution / active EE | $24,769 | $5,245+372.2% | $4,815+414.4% | $4,741+422.4% |
| Participant deferral / active EE | $21,326 | $7,801+173.4% | $7,448+186.3% | $6,401+233.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |