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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 | $30,616 | $138,102-77.8% | $125,381-75.6% | $134,532-77.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.75% | 750.73%-775.5pp | 572.31%-597.1pp | 418.27%-443.0pp |
| Employer contribution / active EE | $2,250 | $5,245-57.1% | $4,815-53.3% | $4,741-52.6% |
| Participant deferral / active EE | $6,199 | $7,801-20.5% | $7,448-16.8% | $6,401-3.2% |
| Admin fee / account holder | $2 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |