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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 | $25,557 | $160,028-84.0% | $147,080-82.6% | $145,884-82.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -100.40% | 98.60%-199.0pp | 420.17%-520.6pp | 551.85%-652.3pp |
| Employer contribution / active EE | $8,270 | $5,286+56.5% | $4,933+67.6% | $4,662+77.4% |
| Participant deferral / active EE | $22,875 | $8,422+171.6% | $8,066+183.6% | $6,690+241.9% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |