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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 | $23,013 | $138,075-83.3% | $123,552-81.4% | $135,379-83.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -81.93% | 153.70%-235.6pp | 119.20%-201.1pp | 519.79%-601.7pp |
| Employer contribution / active EE | $9,867 | $5,152+91.5% | $4,628+113.2% | $4,779+106.5% |
| Participant deferral / active EE | $12,813 | $6,800+88.4% | $6,426+99.4% | $5,609+128.4% |
| Admin fee / account holder | $40 | $10,917-99.6% | $9,285-99.6% | $10,828-99.6% |