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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 | $67,600 | $138,102-51.1% | $125,381-46.1% | $134,532-49.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.08% | 750.73%-773.8pp | 572.31%-595.4pp | 418.27%-441.3pp |
| Employer contribution / active EE | $6,554 | $5,245+24.9% | $4,815+36.1% | $4,741+38.2% |
| Participant deferral / active EE | $4,626 | $7,801-40.7% | $7,448-37.9% | $6,401-27.7% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |