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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 | $18,645 | $138,102-86.5% | $125,381-85.1% | $134,532-86.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.54% | 750.73%-774.3pp | 572.31%-595.9pp | 418.27%-441.8pp |
| Employer contribution / active EE | $3,564 | $5,245-32.1% | $4,815-26.0% | $4,741-24.8% |
| Participant deferral / active EE | $8,284 | $7,801+6.2% | $7,448+11.2% | $6,401+29.4% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |