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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 | $25,852 | $138,076-81.3% | $123,553-79.1% | $135,380-80.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.76% | 153.70%-171.5pp | 119.21%-137.0pp | 519.81%-537.6pp |
| Employer contribution / active EE | $10,490 | $5,152+103.6% | $4,628+126.7% | $4,779+119.5% |
| Participant deferral / active EE | $12,344 | $6,800+81.5% | $6,426+92.1% | $5,609+120.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |