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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 | $50,896 | $138,114-63.1% | $125,391-59.4% | $134,545-62.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -21.07% | 750.88%-772.0pp | 572.41%-593.5pp | 418.37%-439.4pp |
| Employer contribution / active EE | $1,591 | $5,246-69.7% | $4,816-67.0% | $4,742-66.5% |
| Participant deferral / active EE | $6,337 | $7,801-18.8% | $7,448-14.9% | $6,401-1.0% |
| Admin fee / account holder | $17 | $11,570-99.9% | $10,009-99.8% | $11,431-99.9% |