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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 | $38,494 | $138,102-72.1% | $125,381-69.3% | $134,532-71.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.02% | 750.73%-771.7pp | 572.31%-593.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $12,148 | $5,245+131.6% | $4,815+152.3% | $4,741+156.2% |
| Participant deferral / active EE | $4,868 | $7,801-37.6% | $7,448-34.6% | $6,401-23.9% |
| Admin fee / account holder | $57 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |