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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 | $74,958 | $138,078-45.7% | $125,363-40.2% | $134,509-44.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -22.88% | 750.49%-773.4pp | 572.15%-595.0pp | 418.13%-441.0pp |
| Employer contribution / active EE | $2,877 | $5,245-45.1% | $4,815-40.2% | $4,741-39.3% |
| Participant deferral / active EE | $7,470 | $7,800-4.2% | $7,447+0.3% | $6,400+16.7% |
| Admin fee / account holder | $30 | $11,566-99.7% | $10,005-99.7% | $11,427-99.7% |