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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 | $37,837 | $138,102-72.6% | $125,381-69.8% | $134,532-71.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.17% | 750.73%-772.9pp | 572.31%-594.5pp | 418.27%-440.4pp |
| Employer contribution / active EE | $5,891 | $5,245+12.3% | $4,815+22.3% | $4,741+24.3% |
| Participant deferral / active EE | $8,305 | $7,801+6.5% | $7,448+11.5% | $6,401+29.7% |
| Admin fee / account holder | $260 | $11,568-97.8% | $10,007-97.4% | $11,429-97.7% |