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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 | $57,842 | $138,075-58.1% | $123,552-53.2% | $135,379-57.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.31% | 153.70%-165.0pp | 119.20%-130.5pp | 519.79%-531.1pp |
| Employer contribution / active EE | $2,093 | $5,152-59.4% | $4,628-54.8% | $4,779-56.2% |
| Participant deferral / active EE | $8,773 | $6,800+29.0% | $6,426+36.5% | $5,609+56.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |