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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 | $145,059 | $82,630+75.6% | $64,105+126.3% | $125,389+15.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.41% | 1489.72%-1494.1pp | 791.24%-795.6pp | 282.24%-286.6pp |
| Employer contribution / active EE | $9,705 | $2,671+263.3% | $1,820+433.3% | $4,866+99.4% |
| Participant deferral / active EE | $3,386 | $3,608-6.2% | $2,822+20.0% | $5,352-36.7% |
| Admin fee / account holder | $166 | $6,382-97.4% | $4,499-96.3% | $9,541-98.3% |