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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 | $19,777 | $138,102-85.7% | $125,381-84.2% | $134,532-85.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -46.38% | 750.73%-797.1pp | 572.31%-618.7pp | 418.27%-464.7pp |
| Employer contribution / active EE | $4,365 | $5,245-16.8% | $4,815-9.4% | $4,741-7.9% |
| Participant deferral / active EE | $14,018 | $7,801+79.7% | $7,448+88.2% | $6,401+119.0% |
| Admin fee / account holder | $16 | $11,568-99.9% | $10,007-99.8% | $11,429-99.9% |