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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 | $59,341 | $180,462-67.1% | $154,111-61.5% | $135,379-56.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.82% | 888.17%-900.0pp | 735.18%-747.0pp | 519.79%-531.6pp |
| Employer contribution / active EE | $11,125 | $6,036+84.3% | $5,298+110.0% | $4,779+132.8% |
| Participant deferral / active EE | $8,875 | $5,806+52.8% | $5,081+74.7% | $5,609+58.2% |
| Admin fee / account holder | $187 | $16,145-98.8% | $13,411-98.6% | $10,828-98.3% |