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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 | $17,952 | $138,102-87.0% | $125,381-85.7% | $134,532-86.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -48.36% | 750.73%-799.1pp | 572.31%-620.7pp | 418.27%-466.6pp |
| Employer contribution / active EE | $7,107 | $5,245+35.5% | $4,815+47.6% | $4,741+49.9% |
| Participant deferral / active EE | $19,443 | $7,801+149.2% | $7,448+161.1% | $6,401+203.7% |
| Admin fee / account holder | $19 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |