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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 | $52,679 | $138,114-61.9% | $125,391-58.0% | $134,545-60.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.73% | 750.88%-776.6pp | 572.41%-598.1pp | 418.37%-444.1pp |
| Employer contribution / active EE | $2,977 | $5,246-43.3% | $4,816-38.2% | $4,742-37.2% |
| Participant deferral / active EE | $4,200 | $7,801-46.2% | $7,448-43.6% | $6,401-34.4% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |