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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 | $138,114-65.6% | $125,391-62.1% | $134,545-64.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.31% | 750.88%-775.2pp | 572.41%-596.7pp | 418.37%-442.7pp |
| Employer contribution / active EE | $3,000 | $5,246-42.8% | $4,816-37.7% | $4,742-36.7% |
| Participant deferral / active EE | $17,700 | $7,801+126.9% | $7,448+137.6% | $6,401+176.5% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |