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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 | $54,451 | $180,459-69.8% | $154,108-64.7% | $135,380-59.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.36% | 888.21%-898.6pp | 735.21%-745.6pp | 519.81%-530.2pp |
| Employer contribution / active EE | $10,878 | $6,035+80.2% | $5,298+105.3% | $4,779+127.6% |
| Participant deferral / active EE | $7,587 | $5,806+30.7% | $5,081+49.3% | $5,609+35.3% |
| Admin fee / account holder | $49 | $16,145-99.7% | $13,411-99.6% | $10,828-99.6% |