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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 | $60,280 | $138,114-56.4% | $125,391-51.9% | $134,545-55.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -22.08% | 750.88%-773.0pp | 572.41%-594.5pp | 418.37%-440.4pp |
| Employer contribution / active EE | $10,134 | $5,246+93.2% | $4,816+110.4% | $4,742+113.7% |
| Participant deferral / active EE | $7,236 | $7,801-7.2% | $7,448-2.8% | $6,401+13.0% |
| Admin fee / account holder | $271 | $11,570-97.7% | $10,009-97.3% | $11,431-97.6% |