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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 | $75,708 | $135,639-44.2% | $110,241-31.3% | $135,382-44.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.43% | 513.21%-522.6pp | 314.75%-324.2pp | 519.77%-529.2pp |
| Employer contribution / active EE | $3,943 | $4,907-19.6% | $3,827+3.0% | $4,779-17.5% |
| Participant deferral / active EE | $8,454 | $5,507+53.5% | $4,672+80.9% | $5,609+50.7% |
| Admin fee / account holder | $291 | $11,457-97.5% | $8,548-96.6% | $10,829-97.3% |