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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 | $25,634 | $138,114-81.4% | $125,391-79.6% | $134,545-80.9% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.2pp | 81.2%-9.0pp |
| Annual return | -29.21% | 750.88%-780.1pp | 572.41%-601.6pp | 418.37%-447.6pp |
| Employer contribution / active EE | $3,433 | $5,246-34.6% | $4,816-28.7% | $4,742-27.6% |
| Participant deferral / active EE | $5,985 | $7,801-23.3% | $7,448-19.6% | $6,401-6.5% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |