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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 | $71,083 | $190,862-62.8% | $159,991-55.6% | $134,509-47.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -30.45% | 552.59%-583.0pp | 408.82%-439.3pp | 418.13%-448.6pp |
| Employer contribution / active EE | $11,282 | $4,995+125.9% | $4,225+167.0% | $4,741+138.0% |
| Participant deferral / active EE | $7,989 | $6,924+15.4% | $6,183+29.2% | $6,400+24.8% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |