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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 | $21,691 | $138,114-84.3% | $125,391-82.7% | $134,545-83.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.08% | 750.88%-774.0pp | 572.41%-595.5pp | 418.37%-441.5pp |
| Employer contribution / active EE | $11,465 | $5,246+118.6% | $4,816+138.1% | $4,742+141.8% |
| Participant deferral / active EE | $10,305 | $7,801+32.1% | $7,448+38.4% | $6,401+61.0% |
| Admin fee / account holder | $40 | $11,570-99.7% | $10,009-99.6% | $11,431-99.6% |