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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 | $109,315 | $138,076-20.8% | $123,553-11.5% | $135,380-19.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.48% | 153.70%-163.2pp | 119.21%-128.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $4,089 | $5,152-20.6% | $4,628-11.7% | $4,779-14.4% |
| Participant deferral / active EE | $9,108 | $6,800+33.9% | $6,426+41.7% | $5,609+62.4% |
| Admin fee / account holder | $12 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |