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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 | $37,500 | $138,076-72.8% | $123,553-69.6% | $135,380-72.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.55% | 153.70%-171.2pp | 119.21%-136.8pp | 519.81%-537.4pp |
| Employer contribution / active EE | $10,907 | $5,152+111.7% | $4,628+135.7% | $4,779+128.2% |
| Participant deferral / active EE | $8,600 | $6,800+26.5% | $6,426+33.8% | $5,609+53.3% |
| Admin fee / account holder | $184 | $10,917-98.3% | $9,284-98.0% | $10,828-98.3% |