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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 | $52,701 | $160,059-67.1% | $140,019-62.4% | $135,380-61.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -17.15% | 911.48%-928.6pp | 651.17%-668.3pp | 519.81%-537.0pp |
| Employer contribution / active EE | $1,359 | $6,420-78.8% | $5,605-75.7% | $4,779-71.6% |
| Participant deferral / active EE | $7,973 | $7,641+4.3% | $6,927+15.1% | $5,609+42.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |