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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 | $39,977 | $138,076-71.0% | $123,553-67.6% | $135,380-70.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.52% | 153.70%-163.2pp | 119.21%-128.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $2,578 | $5,152-50.0% | $4,628-44.3% | $4,779-46.1% |
| Participant deferral / active EE | $5,006 | $6,800-26.4% | $6,426-22.1% | $5,609-10.7% |
| Admin fee / account holder | $8 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |