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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 | $72,086 | $202,342-64.4% | $172,753-58.3% | $152,909-52.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -47.54% | 1029.88%-1077.4pp | 803.00%-850.5pp | 345.46%-393.0pp |
| Employer contribution / active EE | $7,155 | $5,857+22.1% | $5,144+39.1% | $4,764+50.2% |
| Participant deferral / active EE | $17,498 | $5,948+194.2% | $5,198+236.6% | $5,851+199.0% |
| Admin fee / account holder | $28 | $17,112-99.8% | $13,956-99.8% | $11,601-99.8% |