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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 | $49,348 | $135,645-63.6% | $110,243-55.2% | $135,380-63.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.90% | 513.24%-523.1pp | 314.76%-324.7pp | 519.81%-529.7pp |
| Employer contribution / active EE | $6,358 | $4,907+29.6% | $3,827+66.2% | $4,779+33.0% |
| Participant deferral / active EE | $5,731 | $5,507+4.1% | $4,672+22.7% | $5,609+2.2% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |