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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 | $25,845 | $138,078-81.3% | $125,363-79.4% | $134,509-80.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.23% | 750.49%-772.7pp | 572.15%-594.4pp | 418.13%-440.4pp |
| Employer contribution / active EE | $2,666 | $5,245-49.2% | $4,815-44.6% | $4,741-43.8% |
| Participant deferral / active EE | $8,891 | $7,800+14.0% | $7,447+19.4% | $6,400+38.9% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |