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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 | $52,466 | $138,114-62.0% | $125,391-58.2% | $134,545-61.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.56% | 750.88%-772.4pp | 572.41%-594.0pp | 418.37%-439.9pp |
| Employer contribution / active EE | $4,988 | $5,246-4.9% | $4,816+3.6% | $4,742+5.2% |
| Participant deferral / active EE | $6,139 | $7,801-21.3% | $7,448-17.6% | $6,401-4.1% |
| Admin fee / account holder | $82 | $11,570-99.3% | $10,009-99.2% | $11,431-99.3% |