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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 | $71,070 | $138,114-48.5% | $125,391-43.3% | $134,545-47.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.06% | 750.88%-775.9pp | 572.41%-597.5pp | 418.37%-443.4pp |
| Employer contribution / active EE | $1,899 | $5,246-63.8% | $4,816-60.6% | $4,742-59.9% |
| Participant deferral / active EE | $6,054 | $7,801-22.4% | $7,448-18.7% | $6,401-5.4% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |