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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 | $51,665 | $180,459-71.4% | $154,108-66.5% | $135,380-61.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.49% | 888.21%-897.7pp | 735.21%-744.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $8,944 | $6,035+48.2% | $5,298+68.8% | $4,779+87.1% |
| Participant deferral / active EE | $6,137 | $5,806+5.7% | $5,081+20.8% | $5,609+9.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |