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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 | $62,400 | $160,059-61.0% | $140,019-55.4% | $135,380-53.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.93% | 911.48%-924.4pp | 651.17%-664.1pp | 519.81%-532.7pp |
| Employer contribution / active EE | $11,173 | $6,420+74.0% | $5,605+99.3% | $4,779+133.8% |
| Participant deferral / active EE | $9,782 | $7,641+28.0% | $6,927+41.2% | $5,609+74.4% |
| Admin fee / account holder | $17 | $13,328-99.9% | $10,705-99.8% | $10,828-99.8% |