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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 | $44,986 | $138,072-67.4% | $123,549-63.6% | $135,382-66.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.38% | 153.69%-171.1pp | 119.20%-136.6pp | 519.77%-537.1pp |
| Employer contribution / active EE | $22,485 | $5,152+336.5% | $4,628+385.8% | $4,779+370.5% |
| Participant deferral / active EE | $18,150 | $6,799+166.9% | $6,426+182.5% | $5,609+223.6% |
| Admin fee / account holder | $9 | $10,917-99.9% | $9,284-99.9% | $10,829-99.9% |