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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 | $48,943 | $180,466-72.9% | $154,114-68.2% | $135,382-63.8% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -11.53% | 888.15%-899.7pp | 735.16%-746.7pp | 519.77%-531.3pp |
| Employer contribution / active EE | $4,251 | $6,035-29.6% | $5,298-19.8% | $4,779-11.0% |
| Participant deferral / active EE | $8,590 | $5,806+47.9% | $5,081+69.1% | $5,609+53.2% |
| Admin fee / account holder | $268 | $16,144-98.3% | $13,411-98.0% | $10,829-97.5% |