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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 | $74,007 | $227,566-67.5% | $189,558-61.0% | $167,518-55.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | -0.28% | 78.43%-78.7pp | 64.19%-64.5pp | 478.71%-479.0pp |
| Employer contribution / active EE | $26,872 | $5,316+405.5% | $4,412+509.1% | $4,838+455.4% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $250 | $11,881-97.9% | $9,809-97.5% | $12,312-98.0% |