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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 | $33,555 | $138,114-75.7% | $125,391-73.2% | $134,545-75.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -33.14% | 750.88%-784.0pp | 572.41%-605.6pp | 418.37%-451.5pp |
| Employer contribution / active EE | $3,015 | $5,246-42.5% | $4,816-37.4% | $4,742-36.4% |
| Participant deferral / active EE | $8,168 | $7,801+4.7% | $7,448+9.7% | $6,401+27.6% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |