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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 | $105,483 | $160,059-34.1% | $140,019-24.7% | $135,380-22.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.55% | 911.48%-923.0pp | 651.17%-662.7pp | 519.81%-531.4pp |
| Employer contribution / active EE | $5,744 | $6,420-10.5% | $5,605+2.5% | $4,779+20.2% |
| Participant deferral / active EE | $10,156 | $7,641+32.9% | $6,927+46.6% | $5,609+81.1% |
| Admin fee / account holder | $38 | $13,328-99.7% | $10,705-99.6% | $10,828-99.7% |