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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 | $88,714 | $138,076-35.7% | $123,553-28.2% | $135,380-34.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.07% | 153.70%-163.8pp | 119.21%-129.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $10,420 | $5,152+102.3% | $4,628+125.2% | $4,779+118.0% |
| Participant deferral / active EE | $10,554 | $6,800+55.2% | $6,426+64.2% | $5,609+88.2% |
| Admin fee / account holder | $21 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |