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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 | $39,837 | $138,102-71.2% | $125,381-68.2% | $134,532-70.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -141.81% | 750.73%-892.5pp | 572.31%-714.1pp | 418.27%-560.1pp |
| Employer contribution / active EE | $23,355 | $5,245+345.2% | $4,815+385.0% | $4,741+392.6% |
| Participant deferral / active EE | $17,703 | $7,801+126.9% | $7,448+137.7% | $6,401+176.6% |
| Admin fee / account holder | $111 | $11,568-99.0% | $10,007-98.9% | $11,429-99.0% |