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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 | $34,069 | $160,059-78.7% | $140,019-75.7% | $135,380-74.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.11% | 911.48%-924.6pp | 651.17%-664.3pp | 519.81%-532.9pp |
| Employer contribution / active EE | $2,317 | $6,420-63.9% | $5,605-58.7% | $4,779-51.5% |
| Participant deferral / active EE | $10,026 | $7,641+31.2% | $6,927+44.7% | $5,609+78.7% |
| Admin fee / account holder | $277 | $13,328-97.9% | $10,705-97.4% | $10,828-97.4% |