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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 | $37,609 | $160,059-76.5% | $140,019-73.1% | $135,379-72.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -14.02% | 911.44%-925.5pp | 651.15%-665.2pp | 519.79%-533.8pp |
| Employer contribution / active EE | $13,579 | $6,420+111.5% | $5,605+142.3% | $4,779+184.1% |
| Participant deferral / active EE | $8,156 | $7,641+6.7% | $6,927+17.7% | $5,609+45.4% |
| Admin fee / account holder | $5 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |