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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 | $32,211 | $180,459-82.2% | $154,108-79.1% | $135,380-76.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.59% | 888.21%-900.8pp | 735.21%-747.8pp | 519.81%-532.4pp |
| Employer contribution / active EE | $13,057 | $6,035+116.3% | $5,298+146.5% | $4,779+173.2% |
| Participant deferral / active EE | $9,250 | $5,806+59.3% | $5,081+82.1% | $5,609+64.9% |
| Admin fee / account holder | $137 | $16,145-99.2% | $13,411-99.0% | $10,828-98.7% |