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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 | $20,011 | $138,102-85.5% | $125,381-84.0% | $134,532-85.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -42.05% | 750.73%-792.8pp | 572.31%-614.4pp | 418.27%-460.3pp |
| Employer contribution / active EE | $5,441 | $5,245+3.7% | $4,815+13.0% | $4,741+14.8% |
| Participant deferral / active EE | $7,570 | $7,801-3.0% | $7,448+1.6% | $6,401+18.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |