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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 | $61,780 | $138,102-55.3% | $125,381-50.7% | $134,532-54.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.85% | 750.73%-774.6pp | 572.31%-596.2pp | 418.27%-442.1pp |
| Employer contribution / active EE | $7,715 | $5,245+47.1% | $4,815+60.2% | $4,741+62.7% |
| Participant deferral / active EE | $17,194 | $7,801+120.4% | $7,448+130.9% | $6,401+168.6% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |