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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 | $139,197 | $180,459-22.9% | $154,108-9.7% | $135,380+2.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.40% | 888.21%-897.6pp | 735.21%-744.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $7,581 | $6,035+25.6% | $5,298+43.1% | $4,779+58.6% |
| Participant deferral / active EE | $3,114 | $5,806-46.4% | $5,081-38.7% | $5,609-44.5% |
| Admin fee / account holder | $4 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |