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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 | $52,623 | $190,916-72.4% | $160,037-67.1% | $134,545-60.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.32% | 552.79%-574.1pp | 408.95%-430.3pp | 418.37%-439.7pp |
| Employer contribution / active EE | $5,763 | $4,996+15.4% | $4,226+36.4% | $4,742+21.5% |
| Participant deferral / active EE | $12,867 | $6,925+85.8% | $6,184+108.1% | $6,401+101.0% |
| Admin fee / account holder | $12 | $10,497-99.9% | $8,716-99.9% | $11,431-99.9% |