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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 | $70,945 | $138,075-48.6% | $123,552-42.6% | $135,379-47.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.33% | 153.70%-164.0pp | 119.20%-129.5pp | 519.79%-530.1pp |
| Employer contribution / active EE | $2,737 | $5,152-46.9% | $4,628-40.9% | $4,779-42.7% |
| Participant deferral / active EE | $9,455 | $6,800+39.1% | $6,426+47.1% | $5,609+68.6% |
| Admin fee / account holder | $290 | $10,917-97.3% | $9,285-96.9% | $10,828-97.3% |