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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 | $51,588 | $180,459-71.4% | $154,108-66.5% | $135,380-61.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.09% | 888.21%-899.3pp | 735.21%-746.3pp | 519.81%-530.9pp |
| Employer contribution / active EE | $2,210 | $6,035-63.4% | $5,298-58.3% | $4,779-53.8% |
| Participant deferral / active EE | $5,197 | $5,806-10.5% | $5,081+2.3% | $5,609-7.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |