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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 | $57,574 | $135,645-57.6% | $110,243-47.8% | $135,380-57.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -13.43% | 513.24%-526.7pp | 314.76%-328.2pp | 519.81%-533.2pp |
| Employer contribution / active EE | $8,137 | $4,907+65.8% | $3,827+112.6% | $4,779+70.3% |
| Participant deferral / active EE | $16,676 | $5,507+202.8% | $4,672+256.9% | $5,609+197.3% |
| Admin fee / account holder | $15 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |