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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 | $43,053 | $175,231-75.4% | $149,696-71.2% | $139,466-69.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -13.71% | 166.77%-180.5pp | 134.46%-148.2pp | 373.66%-387.4pp |
| Employer contribution / active EE | $3,769 | $5,478-31.2% | $4,821-21.8% | $4,754-20.7% |
| Participant deferral / active EE | $10,500 | $6,521+61.0% | $5,682+84.8% | $6,712+56.4% |
| Admin fee / account holder | $10 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |