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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 | $82,997 | $160,059-48.1% | $140,019-40.7% | $135,380-38.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.42% | 911.48%-920.9pp | 651.17%-660.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $1,535 | $6,420-76.1% | $5,605-72.6% | $4,779-67.9% |
| Participant deferral / active EE | $9,013 | $7,641+18.0% | $6,927+30.1% | $5,609+60.7% |
| Admin fee / account holder | $73 | $13,328-99.5% | $10,705-99.3% | $10,828-99.3% |