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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 | $62,764 | $160,059-60.8% | $140,019-55.2% | $135,379-53.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -23.62% | 911.44%-935.1pp | 651.15%-674.8pp | 519.79%-543.4pp |
| Employer contribution / active EE | $29,575 | $6,420+360.7% | $5,605+427.6% | $4,779+518.9% |
| Participant deferral / active EE | $18,888 | $7,641+147.2% | $6,927+172.7% | $5,609+236.7% |
| Admin fee / account holder | $278 | $13,328-97.9% | $10,705-97.4% | $10,828-97.4% |