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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 | $48,242 | $138,078-65.1% | $125,363-61.5% | $134,509-64.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -61.59% | 750.49%-812.1pp | 572.15%-633.7pp | 418.13%-479.7pp |
| Employer contribution / active EE | $24,920 | $5,245+375.2% | $4,815+417.6% | $4,741+425.7% |
| Participant deferral / active EE | $18,544 | $7,800+137.7% | $7,447+149.0% | $6,400+189.7% |
| Admin fee / account holder | $218 | $11,566-98.1% | $10,005-97.8% | $11,427-98.1% |