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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 | $31,765 | $138,076-77.0% | $123,553-74.3% | $135,380-76.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.48% | 153.70%-166.2pp | 119.21%-131.7pp | 519.81%-532.3pp |
| Employer contribution / active EE | $1,854 | $5,152-64.0% | $4,628-59.9% | $4,779-61.2% |
| Participant deferral / active EE | $11,244 | $6,800+65.4% | $6,426+75.0% | $5,609+100.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |