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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 | $87,078 | $180,459-51.7% | $154,108-43.5% | $135,380-35.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.71% | 888.21%-898.9pp | 735.21%-745.9pp | 519.81%-530.5pp |
| Employer contribution / active EE | $1,825 | $6,035-69.8% | $5,298-65.6% | $4,779-61.8% |
| Participant deferral / active EE | $6,535 | $5,806+12.6% | $5,081+28.6% | $5,609+16.5% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |