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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 | $57,973 | $138,076-58.0% | $123,553-53.1% | $135,380-57.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.88% | 153.70%-163.6pp | 119.21%-129.1pp | 519.81%-529.7pp |
| Employer contribution / active EE | $6,002 | $5,152+16.5% | $4,628+29.7% | $4,779+25.6% |
| Participant deferral / active EE | $5,586 | $6,800-17.9% | $6,426-13.1% | $5,609-0.4% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |