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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 | $57,809 | $160,059-63.9% | $140,019-58.7% | $135,380-57.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -14.90% | 911.48%-926.4pp | 651.17%-666.1pp | 519.81%-534.7pp |
| Employer contribution / active EE | $6,166 | $6,420-4.0% | $5,605+10.0% | $4,779+29.0% |
| Participant deferral / active EE | $8,699 | $7,641+13.9% | $6,927+25.6% | $5,609+55.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |