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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 | $34,798 | $180,462-80.7% | $154,111-77.4% | $135,379-74.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.90% | 888.17%-899.1pp | 735.18%-746.1pp | 519.79%-530.7pp |
| Employer contribution / active EE | $12,737 | $6,036+111.0% | $5,298+140.4% | $4,779+166.5% |
| Participant deferral / active EE | $6,320 | $5,806+8.8% | $5,081+24.4% | $5,609+12.7% |
| Admin fee / account holder | $173 | $16,145-98.9% | $13,411-98.7% | $10,828-98.4% |