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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 | $55,243 | $160,059-65.5% | $140,019-60.5% | $135,380-59.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.30% | 911.48%-924.8pp | 651.17%-664.5pp | 519.81%-533.1pp |
| Employer contribution / active EE | $4,891 | $6,420-23.8% | $5,605-12.7% | $4,779+2.3% |
| Participant deferral / active EE | $9,903 | $7,641+29.6% | $6,927+43.0% | $5,609+76.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |