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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 | $35,488 | $180,459-80.3% | $154,108-77.0% | $135,380-73.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.69% | 888.21%-897.9pp | 735.21%-744.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $9,325 | $6,035+54.5% | $5,298+76.0% | $4,779+95.1% |
| Participant deferral / active EE | $17,144 | $5,806+195.3% | $5,081+237.4% | $5,609+205.6% |
| Admin fee / account holder | $87 | $16,145-99.5% | $13,411-99.4% | $10,828-99.2% |