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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 | $43,376 | $180,459-76.0% | $154,108-71.9% | $135,380-68.0% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -11.54% | 888.21%-899.7pp | 735.21%-746.7pp | 519.81%-531.3pp |
| Employer contribution / active EE | $8,181 | $6,035+35.6% | $5,298+54.4% | $4,779+71.2% |
| Participant deferral / active EE | $5,766 | $5,806-0.7% | $5,081+13.5% | $5,609+2.8% |
| Admin fee / account holder | $38 | $16,145-99.8% | $13,411-99.7% | $10,828-99.6% |