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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 | $70,750 | $160,059-55.8% | $140,019-49.5% | $135,380-47.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.22% | 911.48%-920.7pp | 651.17%-660.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $8,860 | $6,420+38.0% | $5,605+58.1% | $4,779+85.4% |
| Participant deferral / active EE | $13,270 | $7,641+73.7% | $6,927+91.6% | $5,609+136.6% |
| Admin fee / account holder | $35 | $13,328-99.7% | $10,705-99.7% | $10,828-99.7% |