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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 | $28,835 | $138,102-79.1% | $125,381-77.0% | $134,532-78.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.91% | 750.73%-775.6pp | 572.31%-597.2pp | 418.27%-443.2pp |
| Employer contribution / active EE | $2,625 | $5,245-50.0% | $4,815-45.5% | $4,741-44.6% |
| Participant deferral / active EE | $3,422 | $7,801-56.1% | $7,448-54.1% | $6,401-46.5% |
| Admin fee / account holder | $60 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |