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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 | $79,176 | $138,102-42.7% | $125,381-36.9% | $134,532-41.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.88% | 750.73%-774.6pp | 572.31%-596.2pp | 418.27%-442.1pp |
| Employer contribution / active EE | $7,619 | $5,245+45.3% | $4,815+58.2% | $4,741+60.7% |
| Participant deferral / active EE | $3,333 | $7,801-57.3% | $7,448-55.2% | $6,401-47.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |