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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 | $64,899 | $138,114-53.0% | $125,391-48.2% | $134,545-51.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.97% | 750.88%-780.9pp | 572.41%-602.4pp | 418.37%-448.3pp |
| Employer contribution / active EE | $7,900 | $5,246+50.6% | $4,816+64.0% | $4,742+66.6% |
| Participant deferral / active EE | $7,900 | $7,801+1.3% | $7,448+6.1% | $6,401+23.4% |
| Admin fee / account holder | $249 | $11,570-97.8% | $10,009-97.5% | $11,431-97.8% |