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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 | $49,315 | $135,645-63.6% | $110,243-55.3% | $135,380-63.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.10% | 513.24%-524.3pp | 314.76%-325.9pp | 519.81%-530.9pp |
| Employer contribution / active EE | $22,015 | $4,907+348.7% | $3,827+475.3% | $4,779+360.7% |
| Participant deferral / active EE | $18,500 | $5,507+235.9% | $4,672+296.0% | $5,609+229.8% |
| Admin fee / account holder | $156 | $11,458-98.6% | $8,548-98.2% | $10,828-98.6% |