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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 | $52,493 | $160,059-67.2% | $140,019-62.5% | $135,380-61.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -14.40% | 911.48%-925.9pp | 651.17%-665.6pp | 519.81%-534.2pp |
| Employer contribution / active EE | $5,696 | $6,420-11.3% | $5,605+1.6% | $4,779+19.2% |
| Participant deferral / active EE | $12,446 | $7,641+62.9% | $6,927+79.7% | $5,609+121.9% |
| Admin fee / account holder | $89 | $13,328-99.3% | $10,705-99.2% | $10,828-99.2% |