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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 | $47,418 | $160,059-70.4% | $140,019-66.1% | $135,379-65.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -40.64% | 911.44%-952.1pp | 651.15%-691.8pp | 519.79%-560.4pp |
| Employer contribution / active EE | $19,943 | $6,420+210.7% | $5,605+255.8% | $4,779+317.3% |
| Participant deferral / active EE | $17,500 | $7,641+129.0% | $6,927+152.7% | $5,609+212.0% |
| Admin fee / account holder | $13 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |