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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 | $28,404 | $138,102-79.4% | $125,381-77.3% | $134,532-78.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.45% | 750.73%-782.2pp | 572.31%-603.8pp | 418.27%-449.7pp |
| Employer contribution / active EE | $5,130 | $5,245-2.2% | $4,815+6.5% | $4,741+8.2% |
| Participant deferral / active EE | $13,940 | $7,801+78.7% | $7,448+87.2% | $6,401+117.8% |
| Admin fee / account holder | $30 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |