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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 | $37,759 | $160,059-76.4% | $140,019-73.0% | $135,382-72.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -14.12% | 911.44%-925.6pp | 651.15%-665.3pp | 519.77%-533.9pp |
| Employer contribution / active EE | $7,936 | $6,420+23.6% | $5,605+41.6% | $4,779+66.1% |
| Participant deferral / active EE | $11,350 | $7,641+48.5% | $6,927+63.9% | $5,609+102.4% |
| Admin fee / account holder | $94 | $13,328-99.3% | $10,705-99.1% | $10,829-99.1% |