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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 | $30,908 | $180,459-82.9% | $154,108-79.9% | $135,380-77.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -9.35% | 888.21%-897.6pp | 735.21%-744.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $3,326 | $6,035-44.9% | $5,298-37.2% | $4,779-30.4% |
| Participant deferral / active EE | $7,399 | $5,806+27.4% | $5,081+45.6% | $5,609+31.9% |
| Admin fee / account holder | $13 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |