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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 | $66,023 | $160,059-58.8% | $140,019-52.8% | $135,380-51.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.34% | 911.48%-923.8pp | 651.17%-663.5pp | 519.81%-532.1pp |
| Employer contribution / active EE | $19,644 | $6,420+206.0% | $5,605+250.5% | $4,779+311.1% |
| Participant deferral / active EE | $7,936 | $7,641+3.9% | $6,927+14.6% | $5,609+41.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |