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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 | $71,749 | $138,102-48.0% | $125,381-42.8% | $134,532-46.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.27% | 750.73%-773.0pp | 572.31%-594.6pp | 418.27%-440.5pp |
| Employer contribution / active EE | $4,223 | $5,245-19.5% | $4,815-12.3% | $4,741-10.9% |
| Participant deferral / active EE | $9,668 | $7,801+23.9% | $7,448+29.8% | $6,401+51.0% |
| Admin fee / account holder | $17 | $11,568-99.9% | $10,007-99.8% | $11,429-99.8% |