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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 | $121,253 | $180,466-32.8% | $154,114-21.3% | $135,382-10.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.97% | 888.15%-899.1pp | 735.16%-746.1pp | 519.77%-530.7pp |
| Employer contribution / active EE | $12,287 | $6,035+103.6% | $5,298+131.9% | $4,779+157.1% |
| Participant deferral / active EE | $8,000 | $5,806+37.8% | $5,081+57.5% | $5,609+42.6% |
| Admin fee / account holder | $51 | $16,144-99.7% | $13,411-99.6% | $10,829-99.5% |