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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 | $43,504 | $138,102-68.5% | $125,381-65.3% | $134,532-67.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.79% | 750.73%-778.5pp | 572.31%-600.1pp | 418.27%-446.1pp |
| Employer contribution / active EE | $3,924 | $5,245-25.2% | $4,815-18.5% | $4,741-17.2% |
| Participant deferral / active EE | $12,071 | $7,801+54.7% | $7,448+62.1% | $6,401+88.6% |
| Admin fee / account holder | $213 | $11,568-98.2% | $10,007-97.9% | $11,429-98.1% |