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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 | $39,146 | $138,114-71.7% | $125,391-68.8% | $134,545-70.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.95% | 750.88%-773.8pp | 572.41%-595.4pp | 418.37%-441.3pp |
| Employer contribution / active EE | $1,399 | $5,246-73.3% | $4,816-70.9% | $4,742-70.5% |
| Participant deferral / active EE | $13,667 | $7,801+75.2% | $7,448+83.5% | $6,401+113.5% |
| Admin fee / account holder | $92 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |