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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 | $94,586 | $160,059-40.9% | $140,019-32.4% | $135,379-30.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.37% | 911.44%-920.8pp | 651.15%-660.5pp | 519.79%-529.2pp |
| Employer contribution / active EE | $4,078 | $6,420-36.5% | $5,605-27.2% | $4,779-14.7% |
| Participant deferral / active EE | $9,132 | $7,641+19.5% | $6,927+31.8% | $5,609+62.8% |
| Admin fee / account holder | $5 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |