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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 | $42,105 | $160,059-73.7% | $140,019-69.9% | $135,379-68.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.03% | 911.44%-921.5pp | 651.15%-661.2pp | 519.79%-529.8pp |
| Employer contribution / active EE | $20,904 | $6,420+225.6% | $5,605+272.9% | $4,779+337.4% |
| Participant deferral / active EE | $13,400 | $7,641+75.4% | $6,927+93.5% | $5,609+138.9% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |