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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 | $47,170 | $138,072-65.8% | $123,549-61.8% | $135,382-65.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.60% | 153.69%-166.3pp | 119.20%-131.8pp | 519.77%-532.4pp |
| Employer contribution / active EE | $13,000 | $5,152+152.3% | $4,628+180.9% | $4,779+172.0% |
| Participant deferral / active EE | $4,233 | $6,799-37.7% | $6,426-34.1% | $5,609-24.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |