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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 | $55,136 | $180,459-69.4% | $154,108-64.2% | $135,380-59.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.57% | 888.21%-902.8pp | 735.21%-749.8pp | 519.81%-534.4pp |
| Employer contribution / active EE | $23,646 | $6,035+291.8% | $5,298+346.4% | $4,779+394.8% |
| Participant deferral / active EE | $8,879 | $5,806+52.9% | $5,081+74.8% | $5,609+58.3% |
| Admin fee / account holder | $206 | $16,145-98.7% | $13,411-98.5% | $10,828-98.1% |