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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 | $22,340 | $138,102-83.8% | $125,381-82.2% | $134,532-83.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.32% | 750.73%-774.0pp | 572.31%-595.6pp | 418.27%-441.6pp |
| Employer contribution / active EE | $3,458 | $5,245-34.1% | $4,815-28.2% | $4,741-27.1% |
| Participant deferral / active EE | $9,583 | $7,801+22.9% | $7,448+28.7% | $6,401+49.7% |
| Admin fee / account holder | $88 | $11,568-99.2% | $10,007-99.1% | $11,429-99.2% |