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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 | $63,601 | $180,459-64.8% | $154,108-58.7% | $135,380-53.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.93% | 888.21%-901.1pp | 735.21%-748.1pp | 519.81%-532.7pp |
| Employer contribution / active EE | $2,427 | $6,035-59.8% | $5,298-54.2% | $4,779-49.2% |
| Participant deferral / active EE | $8,994 | $5,806+54.9% | $5,081+77.0% | $5,609+60.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |