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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 | $47,875 | $180,459-73.5% | $154,108-68.9% | $135,380-64.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -16.20% | 888.21%-904.4pp | 735.21%-751.4pp | 519.81%-536.0pp |
| Employer contribution / active EE | $19,672 | $6,035+226.0% | $5,298+271.3% | $4,779+311.6% |
| Participant deferral / active EE | $9,347 | $5,806+61.0% | $5,081+84.0% | $5,609+66.6% |
| Admin fee / account holder | $279 | $16,145-98.3% | $13,411-97.9% | $10,828-97.4% |