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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 | $73,772 | $183,592-59.8% | $155,574-52.6% | $145,877-49.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -9.89% | 61.37%-71.3pp | 64.87%-74.8pp | 551.28%-561.2pp |
| Employer contribution / active EE | $1,524 | $5,317-71.3% | $4,676-67.4% | $4,663-67.3% |
| Participant deferral / active EE | $10,348 | $6,466+60.0% | $5,629+83.8% | $6,691+54.7% |
| Admin fee / account holder | $35 | $19,316-99.8% | $15,914-99.8% | $13,402-99.7% |