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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 | $37,570 | $180,462-79.2% | $154,111-75.6% | $135,379-72.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.69% | 888.17%-901.9pp | 735.18%-748.9pp | 519.79%-533.5pp |
| Employer contribution / active EE | $3,412 | $6,036-43.5% | $5,298-35.6% | $4,779-28.6% |
| Participant deferral / active EE | $7,912 | $5,806+36.3% | $5,081+55.7% | $5,609+41.1% |
| Admin fee / account holder | $144 | $16,145-99.1% | $13,411-98.9% | $10,828-98.7% |