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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 | $43,169 | $168,635-74.4% | $147,617-70.8% | $125,389-65.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -89.13% | 77.65%-166.8pp | 61.98%-151.1pp | 282.24%-371.4pp |
| Employer contribution / active EE | $24,671 | $6,252+294.6% | $5,564+343.4% | $4,866+407.0% |
| Participant deferral / active EE | $11,664 | $5,507+111.8% | $4,895+138.3% | $5,352+118.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |