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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 | $22,683 | $138,114-83.6% | $125,391-81.9% | $134,545-83.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -45.22% | 750.88%-796.1pp | 572.41%-617.6pp | 418.37%-463.6pp |
| Employer contribution / active EE | $9,561 | $5,246+82.3% | $4,816+98.5% | $4,742+101.6% |
| Participant deferral / active EE | $9,555 | $7,801+22.5% | $7,448+28.3% | $6,401+49.3% |
| Admin fee / account holder | $11 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |