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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 | $16,127 | $138,114-88.3% | $125,391-87.1% | $134,545-88.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -70.32% | 750.88%-821.2pp | 572.41%-642.7pp | 418.37%-488.7pp |
| Employer contribution / active EE | $2,630 | $5,246-49.9% | $4,816-45.4% | $4,742-44.5% |
| Participant deferral / active EE | $13,230 | $7,801+69.6% | $7,448+77.6% | $6,401+106.7% |
| Admin fee / account holder | $125 | $11,570-98.9% | $10,009-98.8% | $11,431-98.9% |