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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 | $73,916 | $138,076-46.5% | $123,553-40.2% | $135,380-45.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.09% | 153.70%-165.8pp | 119.21%-131.3pp | 519.81%-531.9pp |
| Employer contribution / active EE | $26,225 | $5,152+409.0% | $4,628+466.7% | $4,779+448.8% |
| Participant deferral / active EE | $20,980 | $6,800+208.6% | $6,426+226.5% | $5,609+274.0% |
| Admin fee / account holder | $28 | $10,917-99.7% | $9,284-99.7% | $10,828-99.7% |