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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 | $92,743-5.6% | $82,744+5.8% | $134,532-34.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.14% | 946.63%-973.8pp | 702.22%-729.4pp | 418.27%-445.4pp |
| Employer contribution / active EE | $4,087 | $3,273+24.9% | $3,008+35.9% | $4,741-13.8% |
| Participant deferral / active EE | $14,140 | $4,802+194.5% | $4,395+221.7% | $6,401+120.9% |
| Admin fee / account holder | $8 | $5,977-99.9% | $5,325-99.9% | $11,429-99.9% |