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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 | $51,062 | $180,462-71.7% | $154,111-66.9% | $135,379-62.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.28% | 888.17%-902.5pp | 735.18%-749.5pp | 519.79%-534.1pp |
| Employer contribution / active EE | $2,173 | $6,036-64.0% | $5,298-59.0% | $4,779-54.5% |
| Participant deferral / active EE | $5,930 | $5,806+2.1% | $5,081+16.7% | $5,609+5.7% |
| Admin fee / account holder | $160 | $16,145-99.0% | $13,411-98.8% | $10,828-98.5% |