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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 | $37,109 | $160,059-76.8% | $140,019-73.5% | $135,380-72.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.21% | 911.48%-921.7pp | 651.17%-661.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $13,497 | $6,420+110.2% | $5,605+140.8% | $4,779+182.4% |
| Participant deferral / active EE | $6,167 | $7,641-19.3% | $6,927-11.0% | $5,609+9.9% |
| Admin fee / account holder | $175 | $13,328-98.7% | $10,705-98.4% | $10,828-98.4% |