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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 | $71,493 | $209,874-65.9% | $189,537-62.3% | $167,536-57.3% |
| Participation rate | 72.7% | 88.7%-15.9pp | 87.8%-15.1pp | 82.1%-9.4pp |
| Annual return | -3.11% | 748.61%-751.7pp | 555.34%-558.4pp | 478.82%-481.9pp |
| Employer contribution / active EE | $2,001 | $6,913-71.1% | $6,161-67.5% | $4,839-58.7% |
| Participant deferral / active EE | $11,765 | $8,934+31.7% | $8,220+43.1% | $6,342+85.5% |
| Admin fee / account holder | $275 | $14,299-98.1% | $12,048-97.7% | $12,315-97.8% |