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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 | $81,560 | $138,114-40.9% | $125,391-35.0% | $134,545-39.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -51.53% | 750.88%-802.4pp | 572.41%-623.9pp | 418.37%-469.9pp |
| Employer contribution / active EE | $2,371 | $5,246-54.8% | $4,816-50.8% | $4,742-50.0% |
| Participant deferral / active EE | $11,333 | $7,801+45.3% | $7,448+52.2% | $6,401+77.0% |
| Admin fee / account holder | $21 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |