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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 | $47,509 | $138,078-65.6% | $125,363-62.1% | $134,509-64.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.31% | 750.49%-774.8pp | 572.15%-596.5pp | 418.13%-442.4pp |
| Employer contribution / active EE | $3,000 | $5,245-42.8% | $4,815-37.7% | $4,741-36.7% |
| Participant deferral / active EE | $17,700 | $7,800+126.9% | $7,447+137.7% | $6,400+176.5% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |