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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 | $13,411 | $174,379-92.3% | $152,093-91.2% | $138,895-90.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -100.00% | 74.86%-174.9pp | 66.36%-166.4pp | 145.39%-245.4pp |
| Employer contribution / active EE | $17,776 | $4,652+282.1% | $4,175+325.8% | $4,194+323.8% |
| Participant deferral / active EE | $9,045 | $6,159+46.9% | $5,451+65.9% | $6,396+41.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |