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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 | $64,967 | $160,059-59.4% | $140,019-53.6% | $135,380-52.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.15% | 911.48%-921.6pp | 651.17%-661.3pp | 519.81%-530.0pp |
| Employer contribution / active EE | $4,926 | $6,420-23.3% | $5,605-12.1% | $4,779+3.1% |
| Participant deferral / active EE | $9,126 | $7,641+19.4% | $6,927+31.7% | $5,609+62.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |