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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 | $19,588 | $138,102-85.8% | $125,381-84.4% | $134,532-85.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.74% | 750.73%-773.5pp | 572.31%-595.0pp | 418.27%-441.0pp |
| Employer contribution / active EE | $4,773 | $5,245-9.0% | $4,815-0.9% | $4,741+0.7% |
| Participant deferral / active EE | $8,249 | $7,801+5.7% | $7,448+10.8% | $6,401+28.9% |
| Admin fee / account holder | $257 | $11,568-97.8% | $10,007-97.4% | $11,429-97.7% |