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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 | $40,620 | $167,533-75.8% | $151,645-73.2% | $134,545-69.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -63.70% | 7.81%-71.5pp | 3.34%-67.0pp | 418.37%-482.1pp |
| Employer contribution / active EE | $5,869 | $6,828-14.1% | $6,165-4.8% | $4,742+23.8% |
| Participant deferral / active EE | $5,848 | $8,985-34.9% | $8,363-30.1% | $6,401-8.6% |
| Admin fee / account holder | $11 | $13,781-99.9% | $11,614-99.9% | $11,431-99.9% |