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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 | $35,647 | $138,102-74.2% | $125,381-71.6% | $134,532-73.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.82% | 750.73%-780.5pp | 572.31%-602.1pp | 418.27%-448.1pp |
| Employer contribution / active EE | $14,400 | $5,245+174.5% | $4,815+199.1% | $4,741+203.7% |
| Participant deferral / active EE | $14,400 | $7,801+84.6% | $7,448+93.3% | $6,401+125.0% |
| Admin fee / account holder | $173 | $11,568-98.5% | $10,007-98.3% | $11,429-98.5% |