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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 | $41,021 | $190,916-78.5% | $160,037-74.4% | $134,545-69.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.09% | 552.79%-576.9pp | 408.95%-433.0pp | 418.37%-442.5pp |
| Employer contribution / active EE | $4,299 | $4,996-14.0% | $4,226+1.7% | $4,742-9.3% |
| Participant deferral / active EE | $2,000 | $6,925-71.1% | $6,184-67.7% | $6,401-68.8% |
| Admin fee / account holder | $15 | $10,497-99.9% | $8,716-99.8% | $11,431-99.9% |