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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 | $30,410 | $180,459-83.1% | $154,108-80.3% | $135,380-77.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -9.31% | 888.21%-897.5pp | 735.21%-744.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $2,048 | $6,035-66.1% | $5,298-61.3% | $4,779-57.1% |
| Participant deferral / active EE | $5,182 | $5,806-10.7% | $5,081+2.0% | $5,609-7.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |