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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 | $23,187 | $138,078-83.2% | $125,363-81.5% | $134,509-82.8% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -28.75% | 750.49%-779.2pp | 572.15%-600.9pp | 418.13%-446.9pp |
| Employer contribution / active EE | $6,037 | $5,245+15.1% | $4,815+25.4% | $4,741+27.3% |
| Participant deferral / active EE | $8,869 | $7,800+13.7% | $7,447+19.1% | $6,400+38.6% |
| Admin fee / account holder | $279 | $11,566-97.6% | $10,005-97.2% | $11,427-97.6% |