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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 | $23,307 | $138,075-83.1% | $123,552-81.1% | $135,379-82.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -48.82% | 153.70%-202.5pp | 119.20%-168.0pp | 519.79%-568.6pp |
| Employer contribution / active EE | $14,286 | $5,152+177.3% | $4,628+208.7% | $4,779+198.9% |
| Participant deferral / active EE | $9,927 | $6,800+46.0% | $6,426+54.5% | $5,609+77.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |