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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 | $30,870 | $180,466-82.9% | $154,114-80.0% | $135,382-77.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.82% | 888.15%-899.0pp | 735.16%-746.0pp | 519.77%-530.6pp |
| Employer contribution / active EE | $1,966 | $6,035-67.4% | $5,298-62.9% | $4,779-58.9% |
| Participant deferral / active EE | $2,924 | $5,806-49.6% | $5,081-42.4% | $5,609-47.9% |
| Admin fee / account holder | $254 | $16,144-98.4% | $13,411-98.1% | $10,829-97.7% |