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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 | $64,586 | $138,114-53.2% | $125,391-48.5% | $134,545-52.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.56% | 750.88%-776.4pp | 572.41%-598.0pp | 418.37%-443.9pp |
| Employer contribution / active EE | $24,501 | $5,246+367.0% | $4,816+408.8% | $4,742+416.7% |
| Participant deferral / active EE | $8,200 | $7,801+5.1% | $7,448+10.1% | $6,401+28.1% |
| Admin fee / account holder | $14 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |