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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 | $43,279 | $138,076-68.7% | $123,553-65.0% | $135,380-68.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.71% | 153.70%-165.4pp | 119.21%-130.9pp | 519.81%-531.5pp |
| Employer contribution / active EE | $8,826 | $5,152+71.3% | $4,628+90.7% | $4,779+84.7% |
| Participant deferral / active EE | $8,552 | $6,800+25.8% | $6,426+33.1% | $5,609+52.5% |
| Admin fee / account holder | $271 | $10,917-97.5% | $9,284-97.1% | $10,828-97.5% |