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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 | $40,015 | $180,459-77.8% | $154,108-74.0% | $135,380-70.4% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -11.96% | 888.21%-900.2pp | 735.21%-747.2pp | 519.81%-531.8pp |
| Employer contribution / active EE | $7,863 | $6,035+30.3% | $5,298+48.4% | $4,779+64.5% |
| Participant deferral / active EE | $3,139 | $5,806-45.9% | $5,081-38.2% | $5,609-44.0% |
| Admin fee / account holder | $200 | $16,145-98.8% | $13,411-98.5% | $10,828-98.2% |