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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 | $36,777 | $180,459-79.6% | $154,108-76.1% | $135,380-72.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -17.94% | 888.21%-906.1pp | 735.21%-753.1pp | 519.81%-537.7pp |
| Employer contribution / active EE | $15,409 | $6,035+155.3% | $5,298+190.9% | $4,779+222.4% |
| Participant deferral / active EE | $8,438 | $5,806+45.3% | $5,081+66.1% | $5,609+50.4% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |