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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 | $19,495 | $138,114-85.9% | $125,391-84.5% | $134,545-85.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -44.02% | 750.88%-794.9pp | 572.41%-616.4pp | 418.37%-462.4pp |
| Employer contribution / active EE | $6,575 | $5,246+25.3% | $4,816+36.5% | $4,742+38.7% |
| Participant deferral / active EE | $6,275 | $7,801-19.6% | $7,448-15.8% | $6,401-2.0% |
| Admin fee / account holder | $75 | $11,570-99.4% | $10,009-99.3% | $11,431-99.3% |