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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 | $78,644 | $160,059-50.9% | $140,019-43.8% | $135,380-41.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.27% | 911.48%-922.7pp | 651.17%-662.4pp | 519.81%-531.1pp |
| Employer contribution / active EE | $5,180 | $6,420-19.3% | $5,605-7.6% | $4,779+8.4% |
| Participant deferral / active EE | $9,087 | $7,641+18.9% | $6,927+31.2% | $5,609+62.0% |
| Admin fee / account holder | $267 | $13,328-98.0% | $10,705-97.5% | $10,828-97.5% |