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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 | $99,281 | $160,059-38.0% | $140,019-29.1% | $135,380-26.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.71% | 911.48%-922.2pp | 651.17%-661.9pp | 519.81%-530.5pp |
| Employer contribution / active EE | $9,852 | $6,420+53.5% | $5,605+75.8% | $4,779+106.2% |
| Participant deferral / active EE | $6,420 | $7,641-16.0% | $6,927-7.3% | $5,609+14.5% |
| Admin fee / account holder | $16 | $13,328-99.9% | $10,705-99.8% | $10,828-99.8% |