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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 | $77,743 | $138,102-43.7% | $125,381-38.0% | $134,532-42.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.27% | 750.73%-772.0pp | 572.31%-593.6pp | 418.27%-439.5pp |
| Employer contribution / active EE | $13,509 | $5,245+157.5% | $4,815+180.5% | $4,741+184.9% |
| Participant deferral / active EE | $12,946 | $7,801+66.0% | $7,448+73.8% | $6,401+102.2% |
| Admin fee / account holder | $92 | $11,568-99.2% | $10,007-99.1% | $11,429-99.2% |