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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 | $138,068-84.3% | $125,358-82.7% | $134,493-83.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.08% | 750.30%-773.4pp | 572.03%-595.1pp | 418.01%-441.1pp |
| Employer contribution / active EE | $11,465 | $5,244+118.6% | $4,814+138.2% | $4,740+141.9% |
| Participant deferral / active EE | $10,305 | $7,799+32.1% | $7,447+38.4% | $6,400+61.0% |
| Admin fee / account holder | $40 | $11,568-99.7% | $10,007-99.6% | $11,425-99.6% |