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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 | $27,908 | $138,102-79.8% | $125,381-77.7% | $134,532-79.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.63% | 750.73%-781.4pp | 572.31%-602.9pp | 418.27%-448.9pp |
| Employer contribution / active EE | $11,577 | $5,245+120.7% | $4,815+140.4% | $4,741+144.2% |
| Participant deferral / active EE | $10,842 | $7,801+39.0% | $7,448+45.6% | $6,401+69.4% |
| Admin fee / account holder | $81 | $11,568-99.3% | $10,007-99.2% | $11,429-99.3% |