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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 | $34,453 | $180,459-80.9% | $154,108-77.6% | $135,380-74.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.58% | 888.21%-897.8pp | 735.21%-744.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $8,913 | $6,035+47.7% | $5,298+68.2% | $4,779+86.5% |
| Participant deferral / active EE | $5,652 | $5,806-2.7% | $5,081+11.2% | $5,609+0.8% |
| Admin fee / account holder | $243 | $16,145-98.5% | $13,411-98.2% | $10,828-97.8% |