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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 | $36,369 | $180,459-79.8% | $154,108-76.4% | $135,380-73.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -17.32% | 888.21%-905.5pp | 735.21%-752.5pp | 519.81%-537.1pp |
| Employer contribution / active EE | $11,602 | $6,035+92.2% | $5,298+119.0% | $4,779+142.8% |
| Participant deferral / active EE | $13,313 | $5,806+129.3% | $5,081+162.0% | $5,609+137.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |