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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 | $17,575 | $138,114-87.3% | $125,391-86.0% | $134,545-86.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.13% | 750.88%-779.0pp | 572.41%-600.5pp | 418.37%-446.5pp |
| Employer contribution / active EE | $1,642 | $5,246-68.7% | $4,816-65.9% | $4,742-65.4% |
| Participant deferral / active EE | $10,871 | $7,801+39.3% | $7,448+45.9% | $6,401+69.8% |
| Admin fee / account holder | $68 | $11,570-99.4% | $10,009-99.3% | $11,431-99.4% |