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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 | $49,862 | $138,114-63.9% | $125,391-60.2% | $134,545-62.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.09% | 750.88%-779.0pp | 572.41%-600.5pp | 418.37%-446.5pp |
| Employer contribution / active EE | $1,982 | $5,246-62.2% | $4,816-58.8% | $4,742-58.2% |
| Participant deferral / active EE | $7,408 | $7,801-5.0% | $7,448-0.5% | $6,401+15.7% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |