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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 | $27,269 | $138,114-80.3% | $125,391-78.3% | $134,545-79.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.72% | 750.88%-775.6pp | 572.41%-597.1pp | 418.37%-443.1pp |
| Employer contribution / active EE | $1,772 | $5,246-66.2% | $4,816-63.2% | $4,742-62.6% |
| Participant deferral / active EE | $7,451 | $7,801-4.5% | $7,4480% | $6,401+16.4% |
| Admin fee / account holder | $12 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |