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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 | $55,732 | $190,916-70.8% | $160,037-65.2% | $134,545-58.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -43.18% | 552.79%-596.0pp | 408.95%-452.1pp | 418.37%-461.6pp |
| Employer contribution / active EE | $3,360 | $4,996-32.7% | $4,226-20.5% | $4,742-29.1% |
| Participant deferral / active EE | $23,833 | $6,925+244.2% | $6,184+285.4% | $6,401+272.3% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |