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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 | $35,768 | $138,076-74.1% | $123,553-71.1% | $135,380-73.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.37% | 153.70%-163.1pp | 119.21%-128.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $2,619 | $5,152-49.2% | $4,628-43.4% | $4,779-45.2% |
| Participant deferral / active EE | $7,480 | $6,800+10.0% | $6,426+16.4% | $5,609+33.4% |
| Admin fee / account holder | $211 | $10,917-98.1% | $9,284-97.7% | $10,828-98.1% |