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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 | $30,257 | $180,459-83.2% | $154,108-80.4% | $135,380-77.7% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -12.39% | 888.21%-900.6pp | 735.21%-747.6pp | 519.81%-532.2pp |
| Employer contribution / active EE | $5,779 | $6,035-4.3% | $5,298+9.1% | $4,779+20.9% |
| Participant deferral / active EE | $6,825 | $5,806+17.5% | $5,081+34.3% | $5,609+21.7% |
| Admin fee / account holder | $18 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |