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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 | $29,189 | $138,114-78.9% | $125,391-76.7% | $134,545-78.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.42% | 750.88%-772.3pp | 572.41%-593.8pp | 418.37%-439.8pp |
| Employer contribution / active EE | $7,566 | $5,246+44.2% | $4,816+57.1% | $4,742+59.6% |
| Participant deferral / active EE | $6,419 | $7,801-17.7% | $7,448-13.8% | $6,401+0.3% |
| Admin fee / account holder | $2 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |