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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 | $128,120 | $180,462-29.0% | $154,111-16.9% | $135,379-5.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.75% | 888.17%-900.9pp | 735.18%-747.9pp | 519.79%-532.5pp |
| Employer contribution / active EE | $1,718 | $6,036-71.5% | $5,298-67.6% | $4,779-64.1% |
| Participant deferral / active EE | $8,793 | $5,806+51.4% | $5,081+73.1% | $5,609+56.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |