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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 | $89,100 | $180,459-50.6% | $154,108-42.2% | $135,380-34.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.60% | 888.21%-901.8pp | 735.21%-748.8pp | 519.81%-533.4pp |
| Employer contribution / active EE | $28,278 | $6,035+368.5% | $5,298+433.8% | $4,779+491.7% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $28 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |