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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 | $55,877 | $138,102-59.5% | $125,381-55.4% | $134,532-58.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.91% | 750.73%-773.6pp | 572.31%-595.2pp | 418.27%-441.2pp |
| Employer contribution / active EE | $5,333 | $5,245+1.7% | $4,815+10.8% | $4,741+12.5% |
| Participant deferral / active EE | $20,500 | $7,801+162.8% | $7,448+175.3% | $6,401+220.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |