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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 | $82,288 | $180,462-54.4% | $154,111-46.6% | $135,379-39.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.06% | 888.17%-899.2pp | 735.18%-746.2pp | 519.79%-530.8pp |
| Employer contribution / active EE | $2,000 | $6,036-66.9% | $5,298-62.3% | $4,779-58.2% |
| Participant deferral / active EE | $9,900 | $5,806+70.5% | $5,081+94.9% | $5,609+76.5% |
| Admin fee / account holder | $120 | $16,145-99.3% | $13,411-99.1% | $10,828-98.9% |