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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 | $66,489 | $138,114-51.9% | $125,391-47.0% | $134,545-50.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.28% | 750.88%-775.2pp | 572.41%-596.7pp | 418.37%-442.6pp |
| Employer contribution / active EE | $3,259 | $5,246-37.9% | $4,816-32.3% | $4,742-31.3% |
| Participant deferral / active EE | $6,215 | $7,801-20.3% | $7,448-16.6% | $6,401-2.9% |
| Admin fee / account holder | $191 | $11,570-98.3% | $10,009-98.1% | $11,431-98.3% |