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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 | $29,208 | $135,645-78.5% | $110,243-73.5% | $135,380-78.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.85% | 513.24%-523.1pp | 314.76%-324.6pp | 519.81%-529.7pp |
| Employer contribution / active EE | $4,084 | $4,907-16.8% | $3,827+6.7% | $4,779-14.5% |
| Participant deferral / active EE | $2,587 | $5,507-53.0% | $4,672-44.6% | $5,609-53.9% |
| Admin fee / account holder | $148 | $11,458-98.7% | $8,548-98.3% | $10,828-98.6% |