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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 | $62,458 | $180,459-65.4% | $154,108-59.5% | $135,380-53.9% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -9.35% | 888.21%-897.6pp | 735.21%-744.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $7,714 | $6,035+27.8% | $5,298+45.6% | $4,779+61.4% |
| Participant deferral / active EE | $5,053 | $5,806-13.0% | $5,081-0.5% | $5,609-9.9% |
| Admin fee / account holder | $57 | $16,145-99.6% | $13,411-99.6% | $10,828-99.5% |