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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 | $63,950 | $135,645-52.9% | $110,243-42.0% | $135,380-52.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.65% | 513.24%-523.9pp | 314.76%-325.4pp | 519.81%-530.5pp |
| Employer contribution / active EE | $1,739 | $4,907-64.6% | $3,827-54.6% | $4,779-63.6% |
| Participant deferral / active EE | $9,010 | $5,507+63.6% | $4,672+92.8% | $5,609+60.6% |
| Admin fee / account holder | $5 | $11,458-100.0% | $8,548-99.9% | $10,828-100.0% |