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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 | $35,874 | $138,078-74.0% | $125,363-71.4% | $134,509-73.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.69% | 750.49%-772.2pp | 572.15%-593.8pp | 418.13%-439.8pp |
| Employer contribution / active EE | $7,191 | $5,245+37.1% | $4,815+49.4% | $4,741+51.7% |
| Participant deferral / active EE | $12,947 | $7,800+66.0% | $7,447+73.9% | $6,400+102.3% |
| Admin fee / account holder | $40 | $11,566-99.7% | $10,005-99.6% | $11,427-99.7% |