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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 | $36,764 | $138,102-73.4% | $125,381-70.7% | $134,532-72.7% |
| 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 | $3,357 | $5,245-36.0% | $4,815-30.3% | $4,741-29.2% |
| Participant deferral / active EE | $5,540 | $7,801-29.0% | $7,448-25.6% | $6,401-13.4% |
| Admin fee / account holder | $222 | $11,568-98.1% | $10,007-97.8% | $11,429-98.1% |