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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 | $35,887 | $180,459-80.1% | $154,108-76.7% | $135,380-73.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.76% | 888.21%-902.0pp | 735.21%-749.0pp | 519.81%-533.6pp |
| Employer contribution / active EE | $8,868 | $6,035+46.9% | $5,298+67.4% | $4,779+85.6% |
| Participant deferral / active EE | $7,631 | $5,806+31.4% | $5,081+50.2% | $5,609+36.0% |
| Admin fee / account holder | $77 | $16,145-99.5% | $13,411-99.4% | $10,828-99.3% |