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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 | $66,502 | $138,102-51.8% | $125,381-47.0% | $134,532-50.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -64.23% | 750.73%-815.0pp | 572.31%-636.5pp | 418.27%-482.5pp |
| Employer contribution / active EE | $4,472 | $5,245-14.8% | $4,815-7.1% | $4,741-5.7% |
| Participant deferral / active EE | $30,000 | $7,801+284.6% | $7,448+302.8% | $6,401+368.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |