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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 | $35,196 | $217,432-83.8% | $185,849-81.1% | $167,536-79.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -68.24% | 148.42%-216.7pp | 122.10%-190.3pp | 478.82%-547.1pp |
| Employer contribution / active EE | $7,000 | $5,875+19.2% | $5,169+35.4% | $4,839+44.7% |
| Participant deferral / active EE | $15,167 | $6,357+138.6% | $5,569+172.4% | $6,342+139.1% |
| Admin fee / account holder | $1 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |