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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 | $58,088 | $160,059-63.7% | $140,019-58.5% | $135,380-57.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.05% | 911.48%-921.5pp | 651.17%-661.2pp | 519.81%-529.9pp |
| Employer contribution / active EE | $4,429 | $6,420-31.0% | $5,605-21.0% | $4,779-7.3% |
| Participant deferral / active EE | $11,137 | $7,641+45.8% | $6,927+60.8% | $5,609+98.6% |
| Admin fee / account holder | $34 | $13,328-99.7% | $10,705-99.7% | $10,828-99.7% |