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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 | $96,986 | $180,459-46.3% | $154,108-37.1% | $135,380-28.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -15.06% | 888.21%-903.3pp | 735.21%-750.3pp | 519.81%-534.9pp |
| Employer contribution / active EE | $6,392 | $6,035+5.9% | $5,298+20.7% | $4,779+33.7% |
| Participant deferral / active EE | $4,469 | $5,806-23.0% | $5,081-12.0% | $5,609-20.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |