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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 | $108,873 | $99,668+9.2% | $86,451+25.9% | $134,545-19.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.56% | 6789.61%-6815.2pp | 4398.51%-4424.1pp | 418.37%-443.9pp |
| Employer contribution / active EE | $9,494 | $4,403+115.6% | $3,770+151.8% | $4,742+100.2% |
| Participant deferral / active EE | $9,568 | $7,249+32.0% | $6,953+37.6% | $6,401+49.5% |
| Admin fee / account holder | $22 | $8,377-99.7% | $6,734-99.7% | $11,431-99.8% |