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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 | $81,679 | $180,462-54.7% | $154,111-47.0% | $135,379-39.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.15% | 888.17%-897.3pp | 735.18%-744.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $1,312 | $6,036-78.3% | $5,298-75.2% | $4,779-72.5% |
| Participant deferral / active EE | $3,431 | $5,806-40.9% | $5,081-32.5% | $5,609-38.8% |
| Admin fee / account holder | $14 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |