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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 | $15,790 | $138,078-88.6% | $125,363-87.4% | $134,509-88.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -32.41% | 750.49%-782.9pp | 572.15%-604.6pp | 418.13%-450.5pp |
| Employer contribution / active EE | $5,270 | $5,245+0.5% | $4,815+9.5% | $4,741+11.2% |
| Participant deferral / active EE | $7,067 | $7,800-9.4% | $7,447-5.1% | $6,400+10.4% |
| Admin fee / account holder | $61 | $11,566-99.5% | $10,005-99.4% | $11,427-99.5% |