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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 | $68,539 | $180,459-62.0% | $154,108-55.5% | $135,380-49.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.88% | 888.21%-899.1pp | 735.21%-746.1pp | 519.81%-530.7pp |
| Employer contribution / active EE | $11,970 | $6,035+98.3% | $5,298+126.0% | $4,779+150.5% |
| Participant deferral / active EE | $7,840 | $5,806+35.0% | $5,081+54.3% | $5,609+39.8% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |