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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 | $23,387 | $138,078-83.1% | $125,363-81.3% | $134,509-82.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.32% | 750.49%-778.8pp | 572.15%-600.5pp | 418.13%-446.5pp |
| Employer contribution / active EE | $2,430 | $5,245-53.7% | $4,815-49.5% | $4,741-48.7% |
| Participant deferral / active EE | $12,540 | $7,800+60.8% | $7,447+68.4% | $6,400+95.9% |
| Admin fee / account holder | $179 | $11,566-98.5% | $10,005-98.2% | $11,427-98.4% |