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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 | $37,629 | $180,459-79.1% | $154,108-75.6% | $135,380-72.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.90% | 888.21%-901.1pp | 735.21%-748.1pp | 519.81%-532.7pp |
| Employer contribution / active EE | $26,438 | $6,035+338.1% | $5,298+399.1% | $4,779+453.2% |
| Participant deferral / active EE | $12,656 | $5,806+118.0% | $5,081+149.1% | $5,609+125.6% |
| Admin fee / account holder | $108 | $16,145-99.3% | $13,411-99.2% | $10,828-99.0% |