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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 | $31,854 | $138,076-76.9% | $123,553-74.2% | $135,380-76.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.84% | 153.70%-163.5pp | 119.21%-129.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $1,824 | $5,152-64.6% | $4,628-60.6% | $4,779-61.8% |
| Participant deferral / active EE | $5,562 | $6,800-18.2% | $6,426-13.4% | $5,609-0.8% |
| Admin fee / account holder | $222 | $10,917-98.0% | $9,284-97.6% | $10,828-98.0% |