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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 | $76,163 | $138,076-44.8% | $123,553-38.4% | $135,380-43.7% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -11.67% | 153.70%-165.4pp | 119.21%-130.9pp | 519.81%-531.5pp |
| Employer contribution / active EE | $2,233 | $5,152-56.7% | $4,628-51.8% | $4,779-53.3% |
| Participant deferral / active EE | $3,504 | $6,800-48.5% | $6,426-45.5% | $5,609-37.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |