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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 | $40,231 | $160,059-74.9% | $140,019-71.3% | $135,382-70.3% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.5%-2.5pp | 82.6%+2.4pp |
| Annual return | -9.67% | 911.44%-921.1pp | 651.15%-660.8pp | 519.77%-529.4pp |
| Employer contribution / active EE | $2,690 | $6,420-58.1% | $5,605-52.0% | $4,779-43.7% |
| Participant deferral / active EE | $5,361 | $7,641-29.8% | $6,927-22.6% | $5,609-4.4% |
| Admin fee / account holder | $205 | $13,328-98.5% | $10,705-98.1% | $10,829-98.1% |