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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 | $36,898 | $180,462-79.6% | $154,111-76.1% | $135,379-72.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -10.85% | 888.17%-899.0pp | 735.18%-746.0pp | 519.79%-530.6pp |
| Employer contribution / active EE | $4,123 | $6,036-31.7% | $5,298-22.2% | $4,779-13.7% |
| Participant deferral / active EE | $2,529 | $5,806-56.4% | $5,081-50.2% | $5,609-54.9% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |