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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 | $42,148 | $138,114-69.5% | $125,391-66.4% | $134,545-68.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.05% | 750.88%-776.9pp | 572.41%-598.5pp | 418.37%-444.4pp |
| Employer contribution / active EE | $971 | $5,246-81.5% | $4,816-79.8% | $4,742-79.5% |
| Participant deferral / active EE | $8,860 | $7,801+13.6% | $7,448+19.0% | $6,401+38.4% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |