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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 | $56,615 | $180,459-68.6% | $154,108-63.3% | $135,380-58.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.84% | 888.21%-900.0pp | 735.21%-747.0pp | 519.81%-531.6pp |
| Employer contribution / active EE | $6,136 | $6,035+1.7% | $5,298+15.8% | $4,779+28.4% |
| Participant deferral / active EE | $9,843 | $5,806+69.5% | $5,081+93.7% | $5,609+75.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |