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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 | $51,841 | $180,462-71.3% | $154,111-66.4% | $135,379-61.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.79% | 888.17%-899.0pp | 735.18%-746.0pp | 519.79%-530.6pp |
| Employer contribution / active EE | $8,203 | $6,036+35.9% | $5,298+54.8% | $4,779+71.7% |
| Participant deferral / active EE | $6,415 | $5,806+10.5% | $5,081+26.3% | $5,609+14.4% |
| Admin fee / account holder | $140 | $16,145-99.1% | $13,411-99.0% | $10,828-98.7% |