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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 | $89,707 | $180,462-50.3% | $154,111-41.8% | $135,379-33.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.73% | 888.17%-897.9pp | 735.18%-744.9pp | 519.79%-529.5pp |
| Employer contribution / active EE | $5,514 | $6,036-8.6% | $5,298+4.1% | $4,779+15.4% |
| Participant deferral / active EE | $5,807 | $5,8060% | $5,081+14.3% | $5,609+3.5% |
| Admin fee / account holder | $245 | $16,145-98.5% | $13,411-98.2% | $10,828-97.7% |