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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 | $87,534 | $92,684-5.6% | $82,706+5.8% | $134,509-34.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.14% | 945.84%-973.0pp | 701.76%-728.9pp | 418.13%-445.3pp |
| Employer contribution / active EE | $4,087 | $3,272+24.9% | $3,007+35.9% | $4,741-13.8% |
| Participant deferral / active EE | $14,140 | $4,800+194.6% | $4,394+221.8% | $6,400+120.9% |
| Admin fee / account holder | $8 | $5,982-99.9% | $5,329-99.9% | $11,427-99.9% |