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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 | $37,139 | $160,070-76.8% | $147,117-74.8% | $145,897-74.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -10.22% | 98.69%-108.9pp | 420.54%-430.8pp | 552.29%-562.5pp |
| Employer contribution / active EE | $3,756 | $5,285-28.9% | $4,932-23.9% | $4,663-19.5% |
| Participant deferral / active EE | $7,089 | $8,419-15.8% | $8,065-12.1% | $6,689+6.0% |
| Admin fee / account holder | $268 | $15,035-98.2% | $12,993-97.9% | $13,390-98.0% |