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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 | $44,946 | $138,075-67.4% | $123,552-63.6% | $135,379-66.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -20.26% | 153.70%-174.0pp | 119.20%-139.5pp | 519.79%-540.1pp |
| Employer contribution / active EE | $20,309 | $5,152+294.2% | $4,628+338.8% | $4,779+325.0% |
| Participant deferral / active EE | $13,075 | $6,800+92.3% | $6,426+103.5% | $5,609+133.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |