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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 | $51,763 | $138,076-62.5% | $123,553-58.1% | $135,380-61.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.83% | 153.70%-163.5pp | 119.21%-129.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $19,457 | $5,152+277.7% | $4,628+320.4% | $4,779+307.1% |
| Participant deferral / active EE | $12,071 | $6,800+77.5% | $6,426+87.8% | $5,609+115.2% |
| Admin fee / account holder | $282 | $10,917-97.4% | $9,284-97.0% | $10,828-97.4% |