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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 | $20,473 | $138,102-85.2% | $125,381-83.7% | $134,532-84.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -63.21% | 750.73%-813.9pp | 572.31%-635.5pp | 418.27%-481.5pp |
| Employer contribution / active EE | $6,808 | $5,245+29.8% | $4,815+41.4% | $4,741+43.6% |
| Participant deferral / active EE | $17,936 | $7,801+129.9% | $7,448+140.8% | $6,401+180.2% |
| Admin fee / account holder | $85 | $11,568-99.3% | $10,007-99.1% | $11,429-99.3% |