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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 | $90,001 | $180,459-50.1% | $154,108-41.6% | $135,380-33.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.36% | 888.21%-901.6pp | 735.21%-748.6pp | 519.81%-533.2pp |
| Employer contribution / active EE | $5,110 | $6,035-15.3% | $5,298-3.5% | $4,779+6.9% |
| Participant deferral / active EE | $21,463 | $5,806+269.6% | $5,081+322.4% | $5,609+282.6% |
| Admin fee / account holder | $95 | $16,145-99.4% | $13,411-99.3% | $10,828-99.1% |