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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 | $43,561 | $180,459-75.9% | $154,108-71.7% | $135,380-67.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.20% | 888.21%-898.4pp | 735.21%-745.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $9,405 | $6,035+55.8% | $5,298+77.5% | $4,779+96.8% |
| Participant deferral / active EE | $13,223 | $5,806+127.7% | $5,081+160.3% | $5,609+135.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |