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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 | $39,576 | $160,059-75.3% | $140,019-71.7% | $135,380-70.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.27% | 911.48%-924.7pp | 651.17%-664.4pp | 519.81%-533.1pp |
| Employer contribution / active EE | $9,494 | $6,420+47.9% | $5,605+69.4% | $4,779+98.7% |
| Participant deferral / active EE | $8,083 | $7,641+5.8% | $6,927+16.7% | $5,609+44.1% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |