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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 | $53,081 | $138,078-61.6% | $125,363-57.7% | $134,509-60.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.61% | 750.49%-772.1pp | 572.15%-593.8pp | 418.13%-439.7pp |
| Employer contribution / active EE | $7,500 | $5,245+43.0% | $4,815+55.8% | $4,741+58.2% |
| Participant deferral / active EE | $18,372 | $7,800+135.5% | $7,447+146.7% | $6,400+187.0% |
| Admin fee / account holder | $33 | $11,566-99.7% | $10,005-99.7% | $11,427-99.7% |