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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 | $27,563 | $138,114-80.0% | $125,391-78.0% | $134,545-79.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.29% | 750.88%-779.2pp | 572.41%-600.7pp | 418.37%-446.7pp |
| Employer contribution / active EE | $13,850 | $5,246+164.0% | $4,816+187.6% | $4,742+192.1% |
| Participant deferral / active EE | $8,310 | $7,801+6.5% | $7,448+11.6% | $6,401+29.8% |
| Admin fee / account holder | $26 | $11,570-99.8% | $10,009-99.7% | $11,431-99.8% |