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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 | $30,072 | $138,114-78.2% | $125,391-76.0% | $134,545-77.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.86% | 750.88%-774.7pp | 572.41%-596.3pp | 418.37%-442.2pp |
| Employer contribution / active EE | $1,769 | $5,246-66.3% | $4,816-63.3% | $4,742-62.7% |
| Participant deferral / active EE | $17,500 | $7,801+124.3% | $7,448+135.0% | $6,401+173.4% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |