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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 | $28,864 | $180,459-84.0% | $154,108-81.3% | $135,380-78.7% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -16.95% | 888.21%-905.2pp | 735.21%-752.2pp | 519.81%-536.8pp |
| Employer contribution / active EE | $5,698 | $6,035-5.6% | $5,298+7.6% | $4,779+19.2% |
| Participant deferral / active EE | $3,931 | $5,806-32.3% | $5,081-22.6% | $5,609-29.9% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |