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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 | $91,281 | $180,459-49.4% | $154,108-40.8% | $135,380-32.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -19.21% | 888.21%-907.4pp | 735.21%-754.4pp | 519.81%-539.0pp |
| Employer contribution / active EE | $1,458 | $6,035-75.8% | $5,298-72.5% | $4,779-69.5% |
| Participant deferral / active EE | $4,573 | $5,806-21.2% | $5,081-10.0% | $5,609-18.5% |
| Admin fee / account holder | $230 | $16,145-98.6% | $13,411-98.3% | $10,828-97.9% |