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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 | $41,219 | $190,879-78.4% | $160,009-74.2% | $134,532-69.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.49% | 552.63%-573.1pp | 408.85%-429.3pp | 418.27%-438.8pp |
| Employer contribution / active EE | $5,500 | $4,995+10.1% | $4,225+30.2% | $4,741+16.0% |
| Participant deferral / active EE | $16,500 | $6,924+138.3% | $6,183+166.9% | $6,401+157.8% |
| Admin fee / account holder | $280 | $10,495-97.3% | $8,715-96.8% | $11,429-97.5% |