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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 | $18,218 | $138,114-86.8% | $125,391-85.5% | $134,545-86.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.55% | 750.88%-782.4pp | 572.41%-604.0pp | 418.37%-449.9pp |
| Employer contribution / active EE | $7,191 | $5,246+37.1% | $4,816+49.3% | $4,742+51.7% |
| Participant deferral / active EE | $8,112 | $7,801+4.0% | $7,448+8.9% | $6,401+26.7% |
| Admin fee / account holder | $8 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |