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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 | $48,633 | $183,592-73.5% | $155,567-68.7% | $145,959-66.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -15.55% | 61.24%-76.8pp | 64.74%-80.3pp | 561.95%-577.5pp |
| Employer contribution / active EE | $4,027 | $5,315-24.2% | $4,674-13.8% | $4,661-13.6% |
| Participant deferral / active EE | $10,700 | $6,464+65.5% | $5,628+90.1% | $6,689+60.0% |
| Admin fee / account holder | $21 | $19,318-99.9% | $15,916-99.9% | $13,398-99.8% |