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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 | $62,541 | $138,114-54.7% | $125,391-50.1% | $134,545-53.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.42% | 750.88%-773.3pp | 572.41%-594.8pp | 418.37%-440.8pp |
| Employer contribution / active EE | $7,015 | $5,246+33.7% | $4,816+45.7% | $4,742+48.0% |
| Participant deferral / active EE | $12,024 | $7,801+54.1% | $7,448+61.4% | $6,401+87.8% |
| Admin fee / account holder | $39 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |