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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 | $40,539 | $180,459-77.5% | $154,108-73.7% | $135,380-70.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.94% | 888.21%-900.1pp | 735.21%-747.1pp | 519.81%-531.7pp |
| Employer contribution / active EE | $3,835 | $6,035-36.5% | $5,298-27.6% | $4,779-19.8% |
| Participant deferral / active EE | $9,624 | $5,806+65.7% | $5,081+89.4% | $5,609+71.6% |
| Admin fee / account holder | $114 | $16,145-99.3% | $13,411-99.2% | $10,828-99.0% |