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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 | $24,785 | $109,372-77.3% | $89,414-72.3% | $158,966-84.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -10.79% | 345.55%-356.3pp | 245.50%-256.3pp | 302.95%-313.7pp |
| Employer contribution / active EE | $11,220 | $3,171+253.8% | $2,586+333.8% | $4,762+135.6% |
| Participant deferral / active EE | $5,000 | $4,598+8.7% | $3,890+28.5% | $5,983-16.4% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |