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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 | $31,030 | $138,102-77.5% | $125,381-75.3% | $134,532-76.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.74% | 750.73%-781.5pp | 572.31%-603.0pp | 418.27%-449.0pp |
| Employer contribution / active EE | $6,746 | $5,245+28.6% | $4,815+40.1% | $4,741+42.3% |
| Participant deferral / active EE | $17,083 | $7,801+119.0% | $7,448+129.4% | $6,401+166.9% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |