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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 | $29,092 | $138,102-78.9% | $125,381-76.8% | $134,532-78.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -103.87% | 750.73%-854.6pp | 572.31%-676.2pp | 418.27%-522.1pp |
| Employer contribution / active EE | $8,022 | $5,245+52.9% | $4,815+66.6% | $4,741+69.2% |
| Participant deferral / active EE | $21,228 | $7,801+172.1% | $7,448+185.0% | $6,401+231.6% |
| Admin fee / account holder | $15 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |