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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 | $37,777 | $138,102-72.6% | $125,381-69.9% | $134,532-71.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.18% | 750.73%-775.9pp | 572.31%-597.5pp | 418.27%-443.4pp |
| Employer contribution / active EE | $3,634 | $5,245-30.7% | $4,815-24.5% | $4,741-23.3% |
| Participant deferral / active EE | $16,114 | $7,801+106.6% | $7,448+116.4% | $6,401+151.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |