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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 | $58,435 | $138,102-57.7% | $125,381-53.4% | $134,532-56.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.90% | 750.73%-776.6pp | 572.31%-598.2pp | 418.27%-444.2pp |
| Employer contribution / active EE | $6,416 | $5,245+22.3% | $4,815+33.3% | $4,741+35.3% |
| Participant deferral / active EE | $10,800 | $7,801+38.5% | $7,448+45.0% | $6,401+68.7% |
| Admin fee / account holder | $73 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |