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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 | $57,856 | $160,059-63.9% | $140,019-58.7% | $135,380-57.3% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.5%-2.9pp | 82.6%+2.0pp |
| Annual return | -12.82% | 911.48%-924.3pp | 651.17%-664.0pp | 519.81%-532.6pp |
| Employer contribution / active EE | $3,468 | $6,420-46.0% | $5,605-38.1% | $4,779-27.4% |
| Participant deferral / active EE | $5,633 | $7,641-26.3% | $6,927-18.7% | $5,609+0.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |