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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 | $28,506 | $138,102-79.4% | $125,381-77.3% | $134,532-78.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.63% | 750.73%-774.4pp | 572.31%-595.9pp | 418.27%-441.9pp |
| Employer contribution / active EE | $5,922 | $5,245+12.9% | $4,815+23.0% | $4,741+24.9% |
| Participant deferral / active EE | $10,650 | $7,801+36.5% | $7,448+43.0% | $6,401+66.4% |
| Admin fee / account holder | $16 | $11,568-99.9% | $10,007-99.8% | $11,429-99.9% |