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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 | $48,239 | $180,462-73.3% | $154,111-68.7% | $135,379-64.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.94% | 888.17%-901.1pp | 735.18%-748.1pp | 519.79%-532.7pp |
| Employer contribution / active EE | $4,133 | $6,036-31.5% | $5,298-22.0% | $4,779-13.5% |
| Participant deferral / active EE | $13,449 | $5,806+131.6% | $5,081+164.7% | $5,609+139.8% |
| Admin fee / account holder | $58 | $16,145-99.6% | $13,411-99.6% | $10,828-99.5% |