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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 | $37,161 | $180,459-79.4% | $154,108-75.9% | $135,380-72.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.30% | 888.21%-897.5pp | 735.21%-744.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $5,967 | $6,035-1.1% | $5,298+12.6% | $4,779+24.9% |
| Participant deferral / active EE | $6,270 | $5,806+8.0% | $5,081+23.4% | $5,609+11.8% |
| Admin fee / account holder | $296 | $16,145-98.2% | $13,411-97.8% | $10,828-97.3% |